+75.5%
ASML vs VRT
+561.8%
-486.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.5% | +1.6% | +3.8% |
| 7D | -9.0% | -21.4% | +12.3% | -1.2% |
| 30D | -21.0% | -25.8% | +4.9% | -12.8% |
| 3M | -16.3% | -33.5% | +17.2% | -4.4% |
| 6M | -7.5% | -49.0% | +41.5% | +14.5% |
| YTD | +34.0% | +12.9% | +21.0% | +25.3% |
| 1Y | +39.3% | 0.0% | +39.3% | +35.0% |
| 3Y | +128.9% | +361.8% | -233.0% | +21.9% |
| All | +75.5% | +561.8% | -486.3% | -28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling