+113.7%
KLAC vs VTV
+27.0%
+86.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.6% | +8.0% |
| 7D | +5.7% | +0.5% | +5.2% | +4.3% |
| 30D | -3.6% | +1.1% | -4.7% | -6.5% |
| 3M | -12.8% | +5.9% | -18.7% | -24.2% |
| 6M | +26.1% | +11.6% | +14.4% | -2.5% |
| YTD | +53.3% | +19.8% | +33.5% | +5.0% |
| 1Y | +113.7% | +26.2% | +87.4% | +37.2% |
| All | +113.7% | +27.0% | +86.7% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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