+6,939.1%
KLAC vs VWO
+320.5%
+6,618.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.4% |
| 7D | -2.7% | -1.8% | -0.9% | -1.2% |
| 30D | -13.2% | -0.1% | -13.1% | -13.0% |
| 3M | -25.0% | +2.2% | -27.2% | -25.5% |
| 6M | +23.6% | +8.8% | +14.9% | +17.9% |
| YTD | +49.2% | +12.4% | +36.8% | +39.8% |
| 1Y | +89.3% | +15.6% | +73.7% | +74.3% |
| 3Y | +274.4% | +62.5% | +211.8% | +169.8% |
| 5Y | +440.9% | +34.3% | +406.7% | +359.6% |
| 10Y | +2,947.7% | +114.8% | +2,832.9% | +1,868.4% |
| All | +6,939.1% | +320.5% | +6,618.6% | +2,748.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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