+26.2%
KLAC vs VTV
+28.2%
-2.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -7.5% |
| 7D | -5.7% | +1.8% | -7.4% | -9.6% |
| 30D | -27.6% | +6.0% | -33.6% | -37.5% |
| 3M | -23.3% | +3.7% | -26.9% | -30.0% |
| 6M | -12.4% | +13.9% | -26.3% | -35.8% |
| YTD | +23.7% | +22.8% | +1.0% | -20.4% |
| 1Y | +26.2% | +27.9% | -1.7% | -22.2% |
| All | +26.2% | +28.2% | -2.1% | -22.2% |
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