+86.4%
ASML vs VOO
+72.0%
+14.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.3% | +3.9% | +2.0% |
| 7D | -0.8% | +0.1% | -0.9% | -0.7% |
| 30D | -14.9% | -3.3% | -11.6% | -9.1% |
| 3M | -13.0% | -2.4% | -10.6% | -8.7% |
| 6M | -4.7% | +2.6% | -7.3% | -7.6% |
| YTD | +42.3% | +11.3% | +31.0% | +21.1% |
| 1Y | +49.7% | +13.4% | +36.3% | +23.5% |
| 3Y | +144.3% | +80.3% | +64.0% | -7.8% |
| 5Y | +86.4% | +72.7% | +13.6% | -21.0% |
| All | +86.4% | +72.0% | +14.4% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling