+2,838.9%
KLAC vs VXUS
+148.6%
+2,690.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -1.0% |
| 7D | +2.5% | -1.9% | +4.4% | +5.8% |
| 30D | -11.5% | -0.7% | -10.8% | -10.3% |
| 3M | -16.9% | +4.9% | -21.9% | -21.4% |
| 6M | +22.2% | +9.7% | +12.6% | +8.5% |
| YTD | +46.4% | +15.0% | +31.4% | +21.9% |
| 1Y | +91.0% | +22.4% | +68.6% | +45.2% |
| 3Y | +264.6% | +72.2% | +192.3% | +67.4% |
| 5Y | +430.6% | +52.6% | +378.0% | +203.2% |
| All | +2,838.9% | +148.6% | +2,690.3% | +898.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling