+452.1%
KLAC vs VXUS
+54.3%
+397.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.5% | -1.9% |
| 7D | +6.2% | +0.3% | +5.9% | +5.7% |
| 30D | -5.0% | +0.7% | -5.7% | -6.0% |
| 3M | -14.4% | +4.8% | -19.2% | -19.4% |
| 6M | +28.3% | +11.3% | +17.0% | +9.8% |
| YTD | +51.1% | +16.5% | +34.6% | +21.1% |
| 1Y | +100.4% | +24.3% | +76.1% | +45.3% |
| 3Y | +276.3% | +74.5% | +201.9% | +60.1% |
| 5Y | +452.1% | +54.3% | +397.7% | +206.0% |
| All | +452.1% | +54.3% | +397.8% | +206.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling