+1,670.8%
ASML vs VGT
+788.7%
+882.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +3.8% |
| 7D | +1.1% | +1.0% | +0.1% | -0.1% |
| 30D | +2.2% | +1.3% | +0.9% | +0.5% |
| 3M | -2.3% | -1.1% | -1.2% | -0.3% |
| 6M | +23.0% | +32.6% | -9.7% | -10.8% |
| YTD | +61.1% | +29.0% | +32.1% | +20.8% |
| 1Y | +129.1% | +39.7% | +89.4% | +56.9% |
| 3Y | +165.4% | +120.9% | +44.4% | +8.0% |
| 5Y | +109.5% | +133.6% | -24.1% | -17.6% |
| All | +1,670.8% | +788.7% | +882.2% | +67.7% |
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