+133.5%
ASML vs VEA
+73.9%
+59.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +1.0% |
| 7D | -2.9% | 0.0% | -2.8% | -2.7% |
| 30D | -15.2% | -1.4% | -13.8% | -12.7% |
| 3M | -12.9% | -4.1% | -8.8% | -6.0% |
| 6M | -5.0% | -1.3% | -3.7% | -1.1% |
| YTD | +41.8% | +12.1% | +29.7% | +20.3% |
| 1Y | +46.0% | +16.1% | +30.0% | +17.0% |
| 3Y | +133.5% | +73.0% | +60.5% | +4.6% |
| All | +133.5% | +73.9% | +59.5% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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