+46.6%
ASML vs VNQ
+12.2%
+34.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +6.2% |
| 7D | -0.8% | +2.4% | -3.2% | -0.6% |
| 30D | -14.9% | +7.3% | -22.2% | -14.7% |
| 3M | -13.0% | -0.3% | -12.7% | -12.5% |
| 6M | -4.7% | +2.5% | -7.2% | -5.9% |
| YTD | +42.3% | +13.1% | +29.2% | +35.8% |
| All | +46.6% | +12.2% | +34.4% | +39.6% |
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