+89.3%
KLAC vs VTR
+33.3%
+56.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +1.8% |
| 7D | -2.7% | -0.3% | -2.4% | -2.8% |
| 30D | -13.2% | +1.1% | -14.3% | -12.8% |
| 3M | -25.0% | +7.9% | -32.9% | -23.9% |
| 6M | +23.6% | +6.2% | +17.4% | +27.5% |
| YTD | +49.2% | +17.7% | +31.5% | +52.1% |
| 1Y | +89.3% | +32.9% | +56.4% | +88.3% |
| All | +89.3% | +33.3% | +56.1% | +88.3% |
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