+267.2%
KLAC vs VTR
+134.0%
+133.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.2% |
| 7D | +2.5% | -1.8% | +4.3% | +2.5% |
| 30D | -11.5% | +4.0% | -15.5% | -11.7% |
| 3M | -16.9% | +7.8% | -24.8% | -18.1% |
| 6M | +22.2% | +6.4% | +15.9% | +21.0% |
| YTD | +46.4% | +18.3% | +28.0% | +41.6% |
| 1Y | +91.0% | +33.9% | +57.1% | +79.6% |
| All | +267.2% | +134.0% | +133.1% | +189.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling