+83.7%
VOO vs KLAC
+434.8%
-351.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.1% | +0.4% |
| 7D | -0.8% | -2.7% | +1.9% | -0.1% |
| 30D | -1.1% | -13.2% | +12.1% | +2.2% |
| 3M | +3.9% | -25.0% | +28.9% | +9.3% |
| 6M | +13.6% | +23.6% | -10.0% | +2.7% |
| YTD | +12.7% | +49.2% | -36.5% | -5.0% |
| 1Y | +17.6% | +89.3% | -71.7% | -8.4% |
| 3Y | +77.3% | +274.4% | -197.0% | +4.9% |
| All | +83.7% | +434.8% | -351.1% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling