+84.0%
ASML vs VGT
+109.7%
-25.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -1.7% |
| 7D | +10.4% | +5.6% | +4.7% | +3.0% |
| 30D | -12.7% | -10.6% | -2.1% | +0.9% |
| 3M | -17.2% | -6.9% | -10.3% | -9.1% |
| 6M | -1.3% | +0.9% | -2.2% | -1.5% |
| YTD | +40.8% | +20.4% | +20.4% | +13.0% |
| 1Y | +45.2% | +17.4% | +27.8% | +20.4% |
| 3Y | +131.8% | +106.3% | +25.5% | -5.9% |
| 5Y | +84.0% | +107.9% | -23.8% | -25.2% |
| All | +84.0% | +109.7% | -25.7% | -25.2% |
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