+147.5%
ASML vs VLTO
+54.8%
+92.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.5% | +4.6% | +4.9% |
| 7D | -9.0% | +5.4% | -14.4% | -10.2% |
| 30D | -21.0% | +22.3% | -43.3% | -25.4% |
| 3M | -16.3% | +19.6% | -35.9% | -20.6% |
| 6M | -7.5% | +35.2% | -42.7% | -17.3% |
| YTD | +34.0% | +17.9% | +16.1% | +28.1% |
| 1Y | +39.3% | +19.5% | +19.8% | +31.8% |
| 3Y | +128.9% | +73.9% | +54.9% | +88.9% |
| All | +147.5% | +54.8% | +92.7% | +116.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling