+1,504.8%
ASML vs VTI
+299.8%
+1,205.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.7% | +2.5% |
| 7D | -0.8% | +0.2% | -1.1% | -0.9% |
| 30D | -14.9% | -2.9% | -12.0% | -10.6% |
| 3M | -13.0% | -2.6% | -10.4% | -9.0% |
| 6M | -4.7% | +2.8% | -7.5% | -7.0% |
| YTD | +42.3% | +11.6% | +30.7% | +24.7% |
| 1Y | +49.7% | +13.6% | +36.1% | +27.9% |
| 3Y | +144.3% | +79.9% | +64.4% | +12.3% |
| 5Y | +86.4% | +64.3% | +22.1% | +0.9% |
| 10Y | +1,504.8% | +291.9% | +1,213.0% | +217.1% |
| All | +1,504.8% | +299.8% | +1,205.0% | +217.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling