+5,351.1%
ASML vs VOO
+775.2%
+4,575.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.4% | -5.0% | -3.2% |
| 7D | -19.0% | -4.7% | -14.3% | -13.1% |
| 30D | -25.9% | -5.9% | -20.0% | -18.9% |
| 3M | -19.1% | -4.5% | -14.5% | -13.3% |
| 6M | -5.7% | +1.9% | -7.6% | -6.7% |
| YTD | +27.6% | +8.4% | +19.2% | +16.9% |
| 1Y | +30.8% | +9.5% | +21.3% | +18.5% |
| 3Y | +116.2% | +75.3% | +41.0% | +6.8% |
| 5Y | +67.7% | +67.9% | -0.2% | -8.1% |
| 10Y | +1,355.3% | +314.4% | +1,040.9% | +173.0% |
| All | +5,351.1% | +775.2% | +4,575.8% | +282.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling