+75.5%
ASML vs VGT
+99.2%
-23.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.4% | +3.7% | +3.3% |
| 7D | -9.0% | -7.2% | -1.8% | +0.2% |
| 30D | -21.0% | -16.1% | -4.8% | -0.9% |
| 3M | -16.3% | -9.2% | -7.1% | -5.3% |
| 6M | -7.5% | -0.7% | -6.8% | -5.7% |
| YTD | +34.0% | +15.6% | +18.4% | +13.3% |
| 1Y | +39.3% | +14.4% | +24.9% | +19.3% |
| 3Y | +128.9% | +105.2% | +23.6% | -6.7% |
| All | +75.5% | +99.2% | -23.7% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling