+140.3%
ASML vs VLTO
+69.4%
+71.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -3.7% |
| 7D | -10.0% | +13.8% | -23.8% | -12.8% |
| 30D | -19.4% | +21.2% | -40.6% | -23.5% |
| 3M | -12.5% | +21.5% | -34.0% | -17.0% |
| 6M | +8.2% | +33.0% | -24.8% | -2.0% |
| YTD | +40.7% | +17.8% | +22.9% | +35.4% |
| 1Y | +46.1% | +18.1% | +28.0% | +39.9% |
| All | +140.3% | +69.4% | +71.0% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling