+46.6%
ASML vs VTR
+20.9%
+25.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +6.6% |
| 7D | -0.8% | +3.2% | -4.0% | +0.6% |
| 30D | -14.9% | +9.1% | -24.0% | -11.5% |
| 3M | -13.0% | -3.6% | -9.4% | -13.7% |
| 6M | -4.7% | +3.8% | -8.5% | +0.3% |
| YTD | +42.3% | +17.8% | +24.5% | +51.4% |
| All | +46.6% | +20.9% | +25.6% | +53.7% |
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