+14,242.1%
ASML vs VNQ
+392.5%
+13,849.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.6% |
| 7D | +1.1% | -1.3% | +2.4% | +1.8% |
| 30D | +2.2% | -2.9% | +5.1% | +3.8% |
| 3M | -2.3% | +0.8% | -3.1% | -3.5% |
| 6M | +23.0% | +2.5% | +20.5% | +20.6% |
| YTD | +61.1% | +10.6% | +50.4% | +51.0% |
| 1Y | +129.1% | +9.1% | +120.0% | +116.2% |
| 3Y | +165.4% | +31.0% | +134.3% | +122.8% |
| 5Y | +109.5% | +4.9% | +104.6% | +102.4% |
| 10Y | +1,645.7% | +59.5% | +1,586.3% | +1,222.8% |
| All | +14,242.1% | +392.5% | +13,849.6% | +5,225.5% |
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