+7,097.8%
ASML vs VTI
+939.0%
+6,158.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.2% |
| 7D | -2.9% | -0.4% | -2.4% | -1.9% |
| 30D | -15.2% | -3.2% | -11.9% | -10.5% |
| 3M | -12.9% | -2.9% | -10.0% | -8.6% |
| 6M | -5.0% | +2.4% | -7.4% | -6.8% |
| YTD | +41.8% | +11.2% | +30.6% | +24.9% |
| 1Y | +46.0% | +11.6% | +34.4% | +28.1% |
| 3Y | +133.5% | +76.6% | +56.9% | +9.0% |
| 5Y | +93.0% | +65.3% | +27.7% | +4.4% |
| 10Y | +1,534.9% | +289.1% | +1,245.8% | +167.9% |
| All | +7,097.8% | +939.0% | +6,158.8% | +128.6% |
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