+1,761.8%
ASML vs VTV
+226.9%
+1,534.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.7% | +3.9% |
| 7D | +6.0% | +0.3% | +5.7% | +5.5% |
| 30D | +1.4% | +0.1% | +1.2% | +1.1% |
| 3M | +1.0% | +6.2% | -5.2% | -6.3% |
| 6M | +37.0% | +13.5% | +23.5% | +18.0% |
| YTD | +65.8% | +18.9% | +46.9% | +35.4% |
| 1Y | +123.1% | +25.8% | +97.3% | +70.1% |
| 3Y | +188.2% | +68.7% | +119.4% | +55.5% |
| 5Y | +115.6% | +80.3% | +35.3% | +11.6% |
| 10Y | +1,761.8% | +226.3% | +1,535.5% | +450.7% |
| All | +1,761.8% | +226.9% | +1,534.9% | +450.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling