+291.6%
KLAC vs VXUS
+74.3%
+217.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.5% |
| 7D | +10.6% | +1.6% | +9.0% | +7.4% |
| 30D | -4.5% | +1.0% | -5.5% | -6.1% |
| 3M | -10.3% | +5.7% | -15.9% | -17.2% |
| 6M | +40.9% | +13.6% | +27.3% | +15.5% |
| YTD | +56.1% | +17.4% | +38.7% | +22.3% |
| 1Y | +109.0% | +25.1% | +84.0% | +48.1% |
| All | +291.6% | +74.3% | +217.4% | +71.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling