+1,767.1%
ASML vs VNQ
+59.3%
+1,707.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.3% |
| 7D | +2.8% | -0.9% | +3.7% | +3.4% |
| 30D | -0.2% | -2.2% | +2.0% | +1.3% |
| 3M | -2.6% | -1.9% | -0.6% | -2.1% |
| 6M | +27.9% | +3.2% | +24.6% | +23.7% |
| YTD | +62.4% | +9.4% | +53.0% | +50.6% |
| 1Y | +116.2% | +7.5% | +108.7% | +102.6% |
| 3Y | +182.4% | +31.1% | +151.3% | +123.1% |
| 5Y | +112.4% | +6.6% | +105.8% | +98.0% |
| 10Y | +1,767.1% | +63.9% | +1,703.1% | +1,207.0% |
| All | +1,767.1% | +59.3% | +1,707.8% | +1,207.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling