+1,504.8%
ASML vs VGT
+732.2%
+772.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.2% | +3.0% | +2.4% |
| 7D | -0.8% | -1.6% | +0.8% | +1.4% |
| 30D | -14.9% | -12.5% | -2.4% | +0.2% |
| 3M | -13.0% | -7.7% | -5.3% | -4.0% |
| 6M | -4.7% | -0.2% | -4.5% | -3.3% |
| YTD | +42.3% | +19.3% | +23.1% | +17.8% |
| 1Y | +49.7% | +18.2% | +31.5% | +25.3% |
| 3Y | +144.3% | +109.6% | +34.6% | +6.3% |
| 5Y | +86.4% | +105.5% | -19.2% | -14.9% |
| 10Y | +1,504.8% | +716.4% | +788.5% | +75.4% |
| All | +1,504.8% | +732.2% | +772.6% | +75.4% |
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