+39.3%
ASML vs VTV
+23.0%
+16.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.8% |
| 7D | -9.0% | -2.2% | -6.8% | -4.8% |
| 30D | -21.0% | +2.2% | -23.2% | -24.4% |
| 3M | -16.3% | +0.3% | -16.6% | -17.0% |
| 6M | -7.5% | +8.3% | -15.8% | -22.8% |
| YTD | +34.0% | +18.5% | +15.5% | -3.4% |
| 1Y | +39.3% | +23.0% | +16.3% | -2.1% |
| All | +39.3% | +23.0% | +16.3% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling