+108.6%
ASML vs VO
+42.6%
+65.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.5% |
| 7D | +1.1% | -0.3% | +1.4% | +1.5% |
| 30D | +2.2% | -0.3% | +2.5% | +2.7% |
| 3M | -2.3% | +2.9% | -5.2% | -6.2% |
| 6M | +23.0% | +9.3% | +13.6% | +8.6% |
| YTD | +61.1% | +14.2% | +46.9% | +33.5% |
| 1Y | +129.1% | +15.3% | +113.9% | +87.3% |
| 3Y | +165.4% | +56.2% | +109.1% | +37.1% |
| All | +108.6% | +42.6% | +65.9% | +25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling