+12,527.3%
ASML vs VNQ
+402.3%
+12,125.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.2% |
| 7D | -2.9% | +2.2% | -5.0% | -4.0% |
| 30D | -15.2% | +7.1% | -22.3% | -18.6% |
| 3M | -12.9% | +0.8% | -13.7% | -13.5% |
| 6M | -5.0% | +2.2% | -7.3% | -7.1% |
| YTD | +41.8% | +12.8% | +29.0% | +31.2% |
| 1Y | +46.0% | +11.7% | +34.3% | +35.8% |
| 3Y | +133.5% | +44.5% | +89.0% | +85.1% |
| 5Y | +93.0% | +7.6% | +85.4% | +83.6% |
| 10Y | +1,534.9% | +85.2% | +1,449.7% | +1,043.0% |
| All | +12,527.3% | +402.3% | +12,125.0% | +4,528.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling