+14.8%
VOO vs KLAC
+25.7%
-10.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.7% | +2.1% |
| 7D | -0.7% | -5.7% | +4.9% | -0.1% |
| 30D | -1.1% | -27.6% | +26.5% | +2.7% |
| 3M | -0.3% | -23.3% | +22.9% | +2.5% |
| 6M | +7.4% | -12.4% | +19.7% | +5.9% |
| YTD | +13.4% | +23.7% | -10.4% | +3.2% |
| 1Y | +14.8% | +26.2% | -11.4% | +3.9% |
| All | +14.8% | +25.7% | -10.9% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 1y: compounded portfolio wealth divided by compounded KLAC 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…
1y analysis · Full analysis span regression · 6 months rolling