+1,644.6%
ASML vs VRSN
+276.1%
+1,368.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.4% |
| 7D | +1.1% | +0.1% | +1.1% | +1.0% |
| 30D | +2.2% | -0.2% | +2.3% | +2.0% |
| 3M | -2.3% | -0.3% | -2.0% | -4.0% |
| 6M | +23.0% | +23.0% | 0.0% | +4.7% |
| YTD | +61.1% | +21.3% | +39.7% | +36.7% |
| 1Y | +129.1% | +6.7% | +122.4% | +110.3% |
| 3Y | +165.4% | +45.0% | +120.4% | +88.7% |
| 5Y | +109.5% | +35.0% | +74.4% | +56.5% |
| All | +1,644.6% | +276.1% | +1,368.4% | +649.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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