+279.1%
KLAC vs VOO
+77.0%
+202.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.3% |
| 7D | +6.2% | -0.4% | +6.5% | +6.9% |
| 30D | -5.0% | -1.4% | -3.6% | -2.3% |
| 3M | -14.4% | +3.7% | -18.1% | -19.4% |
| 6M | +28.3% | +13.0% | +15.3% | +3.1% |
| YTD | +51.1% | +12.4% | +38.7% | +23.8% |
| 1Y | +100.4% | +18.6% | +81.8% | +49.8% |
| All | +279.1% | +77.0% | +202.1% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling