+108.6%
ASML vs VTRS
+40.2%
+68.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.3% |
| 7D | +1.1% | +3.3% | -2.2% | +0.2% |
| 30D | +2.2% | -3.6% | +5.8% | +3.0% |
| 3M | -2.3% | +7.0% | -9.3% | -4.7% |
| 6M | +23.0% | +17.5% | +5.5% | +16.6% |
| YTD | +61.1% | +38.8% | +22.3% | +45.4% |
| 1Y | +129.1% | +69.2% | +59.9% | +94.9% |
| 3Y | +165.4% | +77.5% | +87.9% | +113.6% |
| All | +108.6% | +40.2% | +68.4% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling