+298.6%
KLAC vs VUG
+65.5%
+233.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -1.9% |
| 7D | +21.2% | +4.4% | +16.8% | +14.3% |
| 30D | -14.5% | -7.3% | -7.2% | -3.6% |
| 3M | -24.4% | -4.2% | -20.1% | -18.6% |
| 6M | -12.9% | -1.6% | -11.4% | -8.5% |
| YTD | +29.9% | +4.9% | +25.0% | +26.1% |
| 1Y | +31.9% | +3.8% | +28.1% | +30.2% |
| 3Y | +201.5% | +79.4% | +122.1% | +50.0% |
| 5Y | +298.6% | +63.9% | +234.7% | +135.5% |
| All | +298.6% | +65.5% | +233.1% | +135.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling