+128.9%
ASML vs VTI
+74.2%
+54.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.4% | +4.6% | +4.3% |
| 7D | -9.0% | -2.6% | -6.4% | -4.5% |
| 30D | -21.0% | -5.0% | -15.9% | -13.0% |
| 3M | -16.3% | -4.3% | -12.0% | -9.2% |
| 6M | -7.5% | +0.6% | -8.1% | -7.0% |
| YTD | +34.0% | +8.9% | +25.1% | +19.2% |
| 1Y | +39.3% | +11.1% | +28.1% | +20.1% |
| 3Y | +128.9% | +74.5% | +54.4% | -8.1% |
| All | +128.9% | +74.2% | +54.6% | -8.1% |
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 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