+89.3%
KLAC vs VTI
+17.9%
+71.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | -0.3% |
| 7D | -2.7% | -0.9% | -1.8% | -0.2% |
| 30D | -13.2% | -1.4% | -11.7% | -9.6% |
| 3M | -25.0% | +3.6% | -28.6% | -31.0% |
| 6M | +23.6% | +13.6% | +10.0% | -7.4% |
| YTD | +49.2% | +12.9% | +36.3% | +15.2% |
| 1Y | +89.3% | +17.2% | +72.1% | +32.4% |
| All | +89.3% | +17.9% | +71.4% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 1y: compounded portfolio wealth divided by compounded VTI 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…
1y analysis · Full analysis span regression · 6 months rolling