+123.1%
ASML vs VNQ
+8.9%
+114.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | +6.0% | -0.4% | +6.4% | +6.0% |
| 30D | +1.4% | -2.5% | +3.9% | +1.6% |
| 3M | +1.0% | +1.4% | -0.3% | -1.2% |
| 6M | +37.0% | +4.6% | +32.4% | +30.1% |
| YTD | +65.8% | +10.5% | +55.2% | +55.6% |
| 1Y | +123.1% | +8.4% | +114.7% | +109.1% |
| All | +123.1% | +8.9% | +114.3% | +109.1% |
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