+91.0%
KLAC vs VUG
+11.8%
+79.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.1% |
| 7D | +2.5% | -1.9% | +4.3% | +6.2% |
| 30D | -11.5% | -1.6% | -10.0% | -8.8% |
| 3M | -16.9% | +4.4% | -21.3% | -22.4% |
| 6M | +22.2% | +13.2% | +9.0% | +0.4% |
| YTD | +46.4% | +7.5% | +38.9% | +33.4% |
| 1Y | +91.0% | +12.5% | +78.5% | +58.2% |
| All | +91.0% | +11.8% | +79.2% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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