+75.5%
ASML vs VTEB
+3.9%
+71.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.8% |
| 7D | -9.0% | +1.0% | -10.0% | -10.3% |
| 30D | -21.0% | +4.9% | -25.9% | -26.5% |
| 3M | -16.3% | 0.0% | -16.3% | -15.8% |
| 6M | -7.5% | -0.3% | -7.3% | -6.4% |
| YTD | +34.0% | +0.7% | +33.2% | +33.8% |
| 1Y | +39.3% | +1.1% | +38.2% | +38.4% |
| 3Y | +128.9% | +12.7% | +116.2% | +82.1% |
| All | +75.5% | +3.9% | +71.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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