+270.8%
KLAC vs VT
+75.0%
+195.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.4% |
| 7D | +5.7% | +0.4% | +5.3% | +4.7% |
| 30D | -3.6% | +1.0% | -4.6% | -5.6% |
| 3M | -12.8% | +2.4% | -15.2% | -15.3% |
| 6M | +26.1% | +12.0% | +14.1% | +2.6% |
| YTD | +53.3% | +15.3% | +38.0% | +18.8% |
| 1Y | +113.7% | +22.6% | +91.1% | +48.0% |
| All | +270.8% | +75.0% | +195.9% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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