+1,534.9%
ASML vs VO
+197.4%
+1,337.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | -2.9% | -0.2% | -2.7% | -2.3% |
| 30D | -15.2% | +0.5% | -15.7% | -15.4% |
| 3M | -12.9% | -1.1% | -11.8% | -11.3% |
| 6M | -5.0% | +6.4% | -11.4% | -11.7% |
| YTD | +41.8% | +13.5% | +28.3% | +22.1% |
| 1Y | +46.0% | +13.6% | +32.5% | +25.7% |
| 3Y | +133.5% | +65.2% | +68.3% | +25.3% |
| 5Y | +93.0% | +37.7% | +55.3% | +34.7% |
| 10Y | +1,534.9% | +198.4% | +1,336.5% | +410.5% |
| All | +1,534.9% | +197.4% | +1,337.5% | +410.5% |
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