+75.5%
ASML vs VEU
+45.1%
+30.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.7% |
| 7D | -9.0% | -1.6% | -7.4% | -6.2% |
| 30D | -21.0% | -4.3% | -16.6% | -13.9% |
| 3M | -16.3% | -5.8% | -10.4% | -6.1% |
| 6M | -7.5% | -4.4% | -3.1% | +2.3% |
| YTD | +34.0% | +8.7% | +25.3% | +18.6% |
| 1Y | +39.3% | +12.6% | +26.6% | +15.5% |
| 3Y | +128.9% | +65.2% | +63.6% | -3.6% |
| All | +75.5% | +45.1% | +30.3% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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