+134.2%
ASML vs VTV
+78.3%
+55.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.8% |
| 7D | +10.4% | +2.3% | +8.0% | +6.7% |
| 30D | -12.7% | +3.8% | -16.5% | -17.4% |
| 3M | -17.2% | +1.7% | -18.9% | -19.2% |
| 6M | -1.3% | +10.9% | -12.2% | -15.5% |
| YTD | +40.8% | +21.7% | +19.1% | +6.4% |
| 1Y | +45.2% | +23.4% | +21.8% | +7.7% |
| All | +134.2% | +78.3% | +55.9% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling