+85.5%
KLIC vs VOO
+77.4%
+8.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +2.3% |
| 7D | +5.5% | -0.8% | +6.3% | +7.0% |
| 30D | -9.5% | -1.1% | -8.4% | -7.7% |
| 3M | -22.8% | +3.9% | -26.7% | -27.3% |
| 6M | +32.0% | +13.6% | +18.3% | +8.3% |
| YTD | +90.0% | +12.7% | +77.3% | +58.3% |
| 1Y | +123.9% | +17.6% | +106.3% | +74.8% |
| 3Y | +85.5% | +77.3% | +8.2% | -21.1% |
| All | +85.5% | +77.4% | +8.1% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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