+8,188.6%
ASML vs VO
+831.6%
+7,357.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -4.6% |
| 7D | -10.0% | +1.0% | -11.0% | -11.0% |
| 30D | -19.4% | +2.6% | -22.1% | -21.9% |
| 3M | -12.5% | -0.3% | -12.2% | -12.2% |
| 6M | +8.2% | +7.6% | +0.6% | 0.0% |
| YTD | +40.7% | +14.7% | +26.0% | +21.5% |
| 1Y | +46.1% | +16.4% | +29.7% | +24.1% |
| 3Y | +138.5% | +66.2% | +72.3% | +36.5% |
| 5Y | +84.2% | +39.1% | +45.1% | +34.8% |
| 10Y | +1,505.1% | +212.9% | +1,292.2% | +400.1% |
| All | +8,188.6% | +831.6% | +7,357.0% | +550.2% |
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