+116.2%
ASML vs VTRS
+64.0%
+52.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.9% |
| 7D | +2.8% | -3.5% | +6.3% | +3.4% |
| 30D | -0.2% | +2.1% | -2.3% | -0.6% |
| 3M | -2.6% | +2.6% | -5.2% | -3.6% |
| 6M | +27.9% | +17.8% | +10.1% | +20.8% |
| YTD | +62.4% | +35.7% | +26.8% | +54.5% |
| 1Y | +116.2% | +63.5% | +52.7% | +100.6% |
| All | +116.2% | +64.0% | +52.3% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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