+433.3%
KLAC vs VTV
+80.6%
+352.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.2% | +0.7% |
| 7D | -2.7% | -1.1% | -1.6% | -0.8% |
| 30D | -13.2% | -1.0% | -12.1% | -11.6% |
| 3M | -25.0% | +4.6% | -29.7% | -30.4% |
| 6M | +23.6% | +13.5% | +10.1% | +1.0% |
| YTD | +49.2% | +18.5% | +30.7% | +14.3% |
| 1Y | +89.3% | +22.9% | +66.4% | +36.8% |
| 3Y | +274.4% | +67.8% | +206.5% | +65.7% |
| All | +433.3% | +80.6% | +352.7% | +126.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling