+11,291.8%
KLAC vs VOO
+812.0%
+10,479.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.7% |
| 7D | +10.6% | +0.5% | +10.0% | +9.6% |
| 30D | -4.5% | -0.9% | -3.6% | -3.2% |
| 3M | -10.3% | +3.9% | -14.1% | -14.1% |
| 6M | +40.9% | +14.5% | +26.4% | +17.8% |
| YTD | +56.1% | +13.0% | +43.2% | +34.2% |
| 1Y | +109.0% | +19.4% | +89.6% | +66.9% |
| 3Y | +288.8% | +78.9% | +210.0% | +81.7% |
| 5Y | +489.1% | +82.3% | +406.9% | +180.6% |
| 10Y | +3,041.8% | +314.2% | +2,727.6% | +470.5% |
| All | +11,291.8% | +812.0% | +10,479.8% | +746.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling