+46.1%
ASML vs VSH
+62.1%
-15.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.1% | +1.5% | -1.5% |
| 7D | -10.0% | -13.6% | +3.6% | -4.5% |
| 30D | -19.4% | -30.4% | +10.9% | -7.1% |
| 3M | -12.5% | -33.3% | +20.8% | +1.5% |
| 6M | +8.2% | -15.1% | +23.3% | +10.2% |
| YTD | +40.7% | +80.2% | -39.5% | -0.9% |
| 1Y | +46.1% | +63.4% | -17.2% | +6.3% |
| All | +46.1% | +62.1% | -15.9% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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