+6,701.1%
ASML vs VTI
+917.6%
+5,783.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.4% | +4.6% | +4.4% |
| 7D | -9.0% | -2.6% | -6.4% | -5.3% |
| 30D | -21.0% | -5.0% | -15.9% | -14.4% |
| 3M | -16.3% | -4.3% | -12.0% | -10.4% |
| 6M | -7.5% | +0.6% | -8.1% | -6.9% |
| YTD | +34.0% | +8.9% | +25.1% | +21.6% |
| 1Y | +39.3% | +11.1% | +28.1% | +22.9% |
| 3Y | +128.9% | +74.5% | +54.4% | +8.7% |
| 5Y | +76.1% | +60.1% | +16.0% | -0.4% |
| 10Y | +1,428.4% | +297.4% | +1,131.0% | +142.5% |
| All | +6,701.1% | +917.6% | +5,783.6% | +122.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling