+433.3%
KLAC vs VTI
+74.4%
+358.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +0.5% |
| 7D | -2.7% | -0.9% | -1.8% | -1.0% |
| 30D | -13.2% | -1.4% | -11.7% | -10.8% |
| 3M | -25.0% | +3.6% | -28.6% | -28.6% |
| 6M | +23.6% | +13.6% | +10.0% | +1.4% |
| YTD | +49.2% | +12.9% | +36.3% | +24.9% |
| 1Y | +89.3% | +17.2% | +72.1% | +49.9% |
| 3Y | +274.4% | +75.7% | +198.7% | +58.6% |
| All | +433.3% | +74.4% | +358.9% | +147.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling