+1,395.4%
ASML vs VO
+196.6%
+1,198.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.2% | +5.2% |
| 7D | -9.0% | -2.6% | -6.5% | -5.6% |
| 30D | -21.0% | -0.9% | -20.0% | -19.7% |
| 3M | -16.3% | -3.0% | -13.3% | -12.5% |
| 6M | -7.5% | +2.2% | -9.7% | -9.3% |
| YTD | +34.0% | +10.6% | +23.4% | +19.4% |
| 1Y | +39.3% | +12.5% | +26.8% | +21.3% |
| 3Y | +128.9% | +61.4% | +67.5% | +26.7% |
| 5Y | +76.1% | +33.4% | +42.7% | +28.1% |
| All | +1,395.4% | +196.6% | +1,198.8% | +382.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling