+197.5%
ASML vs VLTO
+27.2%
+170.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +4.7% |
| 7D | +1.1% | -2.3% | +3.4% | +1.8% |
| 30D | +2.2% | -0.9% | +3.1% | +2.4% |
| 3M | -2.3% | +13.8% | -16.1% | -8.4% |
| 6M | +23.0% | +2.0% | +21.0% | +21.5% |
| YTD | +61.1% | -3.2% | +64.2% | +63.1% |
| 1Y | +129.1% | -9.2% | +138.3% | +139.0% |
| All | +197.5% | +27.2% | +170.3% | +175.1% |
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