+2,896.3%
KLAC vs VTEB
+17.9%
+2,878.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.5% |
| 7D | -2.7% | -0.9% | -1.8% | -1.4% |
| 30D | -13.2% | -2.5% | -10.7% | -10.0% |
| 3M | -25.0% | -3.0% | -22.0% | -21.8% |
| 6M | +23.6% | -2.1% | +25.7% | +27.7% |
| YTD | +49.2% | -1.5% | +50.7% | +53.0% |
| 1Y | +89.3% | +0.2% | +89.2% | +90.0% |
| 3Y | +274.4% | +8.6% | +265.8% | +233.9% |
| 5Y | +440.9% | +1.2% | +439.8% | +432.5% |
| All | +2,896.3% | +17.9% | +2,878.4% | +2,782.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling