+9,386.9%
ASML vs VO
+827.2%
+8,559.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.4% |
| 7D | +1.1% | -0.3% | +1.4% | +1.4% |
| 30D | +2.2% | -0.3% | +2.5% | +2.6% |
| 3M | -2.3% | +2.9% | -5.2% | -5.2% |
| 6M | +23.0% | +9.3% | +13.6% | +12.1% |
| YTD | +61.1% | +14.2% | +46.9% | +39.8% |
| 1Y | +129.1% | +15.3% | +113.9% | +96.9% |
| 3Y | +165.4% | +56.2% | +109.1% | +63.2% |
| 5Y | +109.5% | +42.4% | +67.0% | +49.6% |
| 10Y | +1,645.7% | +194.7% | +1,451.0% | +480.6% |
| All | +9,386.9% | +827.2% | +8,559.7% | +648.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling