+26.2%
KLAC vs VTR
+22.5%
+3.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -2.9% |
| 7D | -5.7% | +10.0% | -15.7% | -1.3% |
| 30D | -27.6% | +9.6% | -37.2% | -24.4% |
| 3M | -23.3% | -1.2% | -22.0% | -23.1% |
| 6M | -12.4% | +2.8% | -15.2% | -6.8% |
| YTD | +23.7% | +17.4% | +6.3% | +29.4% |
| 1Y | +26.2% | +22.0% | +4.2% | +36.7% |
| All | +26.2% | +22.5% | +3.7% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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