+92.7%
ASML vs VEA
+55.6%
+37.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.3% |
| 7D | +2.5% | -1.3% | +3.8% | +5.3% |
| 30D | -12.2% | 0.0% | -12.2% | -11.8% |
| 3M | -14.6% | -3.6% | -11.0% | -8.6% |
| 6M | -1.7% | -0.5% | -1.2% | +0.9% |
| YTD | +44.3% | +13.0% | +31.3% | +19.7% |
| 1Y | +51.0% | +16.3% | +34.7% | +19.2% |
| 3Y | +137.6% | +74.4% | +63.2% | -6.5% |
| 5Y | +92.7% | +55.8% | +36.9% | -2.8% |
| All | +92.7% | +55.6% | +37.1% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling