+6,020.1%
KLAC vs VTV
+712.5%
+5,307.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.8% |
| 7D | +6.2% | -0.7% | +6.8% | +7.0% |
| 30D | -5.0% | -0.5% | -4.5% | -4.5% |
| 3M | -14.4% | +5.3% | -19.7% | -19.1% |
| 6M | +28.3% | +12.9% | +15.4% | +12.3% |
| YTD | +51.1% | +18.5% | +32.6% | +25.6% |
| 1Y | +100.4% | +25.3% | +75.1% | +56.3% |
| 3Y | +276.3% | +68.2% | +208.1% | +112.9% |
| 5Y | +452.1% | +80.6% | +371.4% | +197.0% |
| 10Y | +2,986.0% | +232.9% | +2,753.0% | +796.3% |
| All | +6,020.1% | +712.5% | +5,307.6% | +593.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling