+164.9%
ASML vs VTI
+76.1%
+88.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.7% |
| 7D | +1.1% | +0.1% | +1.0% | +0.9% |
| 30D | +2.2% | 0.0% | +2.2% | +2.1% |
| 3M | -2.3% | +2.0% | -4.3% | -5.0% |
| 6M | +23.0% | +13.0% | +10.0% | +1.7% |
| YTD | +61.1% | +13.9% | +47.1% | +31.9% |
| 1Y | +129.1% | +20.0% | +109.1% | +73.4% |
| All | +164.9% | +76.1% | +88.8% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling