+46.1%
ASML vs VNQ
+14.0%
+32.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.2% | -6.8% | -3.3% |
| 7D | -10.0% | +6.8% | -16.8% | -9.6% |
| 30D | -19.4% | +10.0% | -29.4% | -19.2% |
| 3M | -12.5% | 0.0% | -12.4% | -12.0% |
| 6M | +8.2% | +4.5% | +3.7% | +6.0% |
| YTD | +40.7% | +13.9% | +26.8% | +35.0% |
| 1Y | +46.1% | +14.1% | +32.1% | +40.6% |
| All | +46.1% | +14.0% | +32.1% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling