+116.8%
ASML vs VTI
+19.9%
+96.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.9% |
| 7D | +1.1% | +0.1% | +1.0% | +0.8% |
| 30D | +2.2% | 0.0% | +2.2% | +2.0% |
| 3M | -2.3% | +2.0% | -4.3% | -6.2% |
| 6M | +23.0% | +13.0% | +10.0% | -4.1% |
| YTD | +61.1% | +13.9% | +47.1% | +24.2% |
| All | +116.8% | +19.9% | +96.9% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling