+46.1%
ASML vs VTR
+22.5%
+23.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.5% | -6.1% | -2.5% |
| 7D | -10.0% | +10.0% | -20.0% | -6.1% |
| 30D | -19.4% | +9.6% | -29.1% | -16.0% |
| 3M | -12.5% | -1.2% | -11.3% | -12.3% |
| 6M | +8.2% | +2.8% | +5.4% | +13.8% |
| YTD | +40.7% | +17.4% | +23.3% | +50.1% |
| 1Y | +46.1% | +22.0% | +24.1% | +57.3% |
| All | +46.1% | +22.5% | +23.7% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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