+46.6%
ASML vs VRT
+6.7%
+39.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.6% | -3.4% | +2.0% |
| 7D | -0.8% | -10.6% | +9.8% | +3.4% |
| 30D | -14.9% | -17.4% | +2.5% | -8.6% |
| 3M | -13.0% | -26.4% | +13.4% | -2.3% |
| 6M | -4.7% | -41.0% | +36.3% | +16.1% |
| YTD | +42.3% | +23.8% | +18.5% | +29.0% |
| All | +46.6% | +6.7% | +39.8% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling