+150,137.3%
KLAC vs VTRS
+548.0%
+149,589.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | +2.5% | -3.3% | +5.8% | +3.3% |
| 30D | -11.5% | +1.4% | -12.9% | -11.9% |
| 3M | -16.9% | +4.6% | -21.6% | -18.4% |
| 6M | +22.2% | +18.1% | +4.2% | +16.1% |
| YTD | +46.4% | +34.7% | +11.7% | +34.0% |
| 1Y | +91.0% | +65.6% | +25.4% | +65.2% |
| 3Y | +264.6% | +83.8% | +180.8% | +200.8% |
| 5Y | +430.6% | +46.5% | +384.1% | +354.3% |
| 10Y | +2,889.3% | -48.6% | +2,937.9% | +3,010.0% |
| All | +150,137.3% | +548.0% | +149,589.3% | +60,022.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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