+30.8%
ASML vs VRT
-2.8%
+33.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -14.0% | +4.7% | -3.3% |
| 7D | -19.0% | -28.1% | +9.1% | -7.2% |
| 30D | -25.9% | -30.2% | +4.3% | -14.5% |
| 3M | -19.1% | -36.4% | +17.3% | -3.3% |
| 6M | -5.7% | -48.2% | +42.4% | +21.4% |
| YTD | +27.6% | +9.2% | +18.4% | +22.0% |
| 1Y | +30.8% | -7.2% | +38.0% | +31.4% |
| All | +30.8% | -2.8% | +33.6% | +31.4% |
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