+4,965.2%
ASML vs VEA
+149.5%
+4,815.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.5% |
| 7D | -9.0% | -2.2% | -6.8% | -6.5% |
| 30D | -21.0% | -3.4% | -17.6% | -17.4% |
| 3M | -16.3% | -5.6% | -10.7% | -10.0% |
| 6M | -7.5% | -3.4% | -4.1% | -1.9% |
| YTD | +34.0% | +9.7% | +24.3% | +23.7% |
| 1Y | +39.3% | +15.4% | +23.9% | +21.4% |
| 3Y | +128.9% | +68.5% | +60.3% | +33.1% |
| 5Y | +76.1% | +49.6% | +26.4% | +22.5% |
| 10Y | +1,428.4% | +154.3% | +1,274.0% | +550.8% |
| All | +4,965.2% | +149.5% | +4,815.6% | +2,154.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling