+19.2%
KLIC vs VT
+66.2%
-47.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +0.7% | +0.4% | +0.3% | -0.1% |
| 30D | -13.0% | +1.0% | -14.0% | -14.4% |
| 3M | -24.0% | +2.4% | -26.3% | -26.0% |
| 6M | +21.1% | +12.0% | +9.1% | +1.6% |
| YTD | +80.0% | +15.3% | +64.7% | +44.1% |
| 1Y | +119.2% | +22.6% | +96.6% | +58.7% |
| 3Y | +64.9% | +74.7% | -9.8% | -31.6% |
| All | +19.2% | +66.2% | -47.0% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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