+115.6%
ASML vs VGT
+133.4%
-17.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +3.1% |
| 7D | +6.0% | +1.8% | +4.2% | +3.5% |
| 30D | +1.4% | -0.3% | +1.7% | +1.6% |
| 3M | +1.0% | +3.4% | -2.3% | -2.6% |
| 6M | +37.0% | +35.0% | +2.0% | -5.5% |
| YTD | +65.8% | +28.8% | +37.0% | +21.5% |
| 1Y | +123.1% | +38.0% | +85.1% | +50.0% |
| 3Y | +188.2% | +125.8% | +62.4% | +3.2% |
| 5Y | +115.6% | +134.7% | -19.1% | -26.2% |
| All | +115.6% | +133.4% | -17.8% | -26.2% |
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