+47.5%
ASML vs VTI
+12.2%
+35.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.8% |
| 7D | +4.9% | +2.5% | +2.4% | -0.8% |
| 30D | -9.3% | -1.5% | -7.7% | -5.5% |
| 3M | -19.0% | -3.2% | -15.8% | -12.2% |
| 6M | -5.2% | +2.3% | -7.5% | -9.4% |
| YTD | +40.6% | +11.6% | +29.0% | +12.8% |
| 1Y | +47.5% | +13.8% | +33.7% | +14.4% |
| All | +47.5% | +12.2% | +35.3% | +14.4% |
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