+1,582.8%
ASML vs VGT
+741.7%
+841.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.1% | -1.7% |
| 7D | +2.5% | -1.6% | +4.1% | +4.7% |
| 30D | -12.2% | -10.1% | -2.1% | 0.0% |
| 3M | -14.6% | -5.3% | -9.4% | -8.7% |
| 6M | -1.7% | +0.2% | -2.0% | -0.8% |
| YTD | +44.3% | +21.1% | +23.2% | +17.2% |
| 1Y | +51.0% | +18.2% | +32.8% | +26.3% |
| 3Y | +137.6% | +107.4% | +30.2% | +4.6% |
| 5Y | +92.7% | +111.5% | -18.8% | -14.9% |
| 10Y | +1,582.8% | +735.5% | +847.3% | +80.6% |
| All | +1,582.8% | +741.7% | +841.1% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling