+14,035.3%
KLAC vs VTR
+1,484.0%
+12,551.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | +6.2% | -2.9% | +9.1% | +7.0% |
| 30D | -5.0% | -2.8% | -2.2% | -4.4% |
| 3M | -14.4% | +9.0% | -23.4% | -17.2% |
| 6M | +28.3% | +5.0% | +23.3% | +25.0% |
| YTD | +51.1% | +16.9% | +34.2% | +42.8% |
| 1Y | +100.4% | +34.3% | +66.1% | +81.6% |
| 3Y | +276.3% | +131.6% | +144.8% | +187.9% |
| 5Y | +452.1% | +88.0% | +364.1% | +343.6% |
| 10Y | +2,986.0% | +97.8% | +2,888.2% | +2,114.0% |
| All | +14,035.3% | +1,484.0% | +12,551.4% | +5,331.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling