+6,286.6%
KLAC vs VTI
+953.2%
+5,333.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.5% |
| 7D | +6.2% | -0.4% | +6.5% | +6.7% |
| 30D | -5.0% | -1.6% | -3.4% | -2.8% |
| 3M | -14.4% | +3.6% | -18.0% | -17.4% |
| 6M | +28.3% | +13.0% | +15.3% | +10.6% |
| YTD | +51.1% | +12.7% | +38.4% | +31.9% |
| 1Y | +100.4% | +18.4% | +82.0% | +64.7% |
| 3Y | +276.3% | +76.4% | +199.9% | +87.5% |
| 5Y | +452.1% | +73.7% | +378.4% | +194.2% |
| 10Y | +2,986.0% | +302.5% | +2,683.5% | +502.9% |
| All | +6,286.6% | +953.2% | +5,333.4% | +352.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling