+1,534.9%
ASML vs VOO
+306.9%
+1,228.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | +0.2% |
| 7D | -2.9% | -0.6% | -2.3% | -1.7% |
| 30D | -15.2% | -3.6% | -11.5% | -9.9% |
| 3M | -12.9% | -2.7% | -10.2% | -8.8% |
| 6M | -5.0% | +2.2% | -7.3% | -6.7% |
| YTD | +41.8% | +10.9% | +30.9% | +25.1% |
| 1Y | +46.0% | +11.3% | +34.7% | +28.4% |
| 3Y | +133.5% | +76.9% | +56.6% | +9.7% |
| 5Y | +93.0% | +73.5% | +19.5% | -2.9% |
| 10Y | +1,534.9% | +307.7% | +1,227.2% | +200.4% |
| All | +1,534.9% | +306.9% | +1,228.0% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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