+822.6%
VOO vs KLAC
+11,182.5%
-10,359.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.1% |
| 7D | +0.5% | +10.6% | -10.0% | -2.5% |
| 30D | -0.9% | -4.5% | +3.6% | +0.1% |
| 3M | +3.9% | -10.3% | +14.1% | +4.2% |
| 6M | +14.5% | +40.9% | -26.4% | -1.6% |
| YTD | +13.0% | +56.1% | -43.2% | -7.5% |
| 1Y | +19.4% | +109.0% | -89.6% | -11.8% |
| 3Y | +78.9% | +288.8% | -210.0% | +2.1% |
| 5Y | +82.3% | +489.1% | -406.9% | -13.5% |
| 10Y | +314.2% | +3,041.8% | -2,727.6% | +1.6% |
| All | +822.6% | +11,182.5% | -10,359.9% | +37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling