+93.0%
ASML vs VEU
+48.8%
+44.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.9% |
| 7D | -2.9% | +0.5% | -3.4% | -3.6% |
| 30D | -15.2% | -2.3% | -12.9% | -11.0% |
| 3M | -12.9% | -4.4% | -8.5% | -5.0% |
| 6M | -5.0% | -2.2% | -2.9% | +0.8% |
| YTD | +41.8% | +10.9% | +30.9% | +20.9% |
| 1Y | +46.0% | +13.4% | +32.7% | +19.8% |
| 3Y | +133.5% | +69.7% | +63.8% | -6.2% |
| 5Y | +93.0% | +50.0% | +43.0% | +0.7% |
| All | +93.0% | +48.8% | +44.1% | +0.7% |
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