+9,386.9%
ASML vs VTV
+721.7%
+8,665.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.5% |
| 7D | +1.1% | +0.5% | +0.6% | +0.5% |
| 30D | +2.2% | +1.1% | +1.1% | +0.9% |
| 3M | -2.3% | +5.9% | -8.2% | -8.4% |
| 6M | +23.0% | +11.6% | +11.3% | +9.3% |
| YTD | +61.1% | +19.8% | +41.2% | +32.3% |
| 1Y | +129.1% | +26.2% | +102.9% | +77.3% |
| 3Y | +165.4% | +68.5% | +96.9% | +49.5% |
| 5Y | +109.5% | +79.9% | +29.6% | +13.5% |
| 10Y | +1,645.7% | +229.7% | +1,416.0% | +390.2% |
| All | +9,386.9% | +721.7% | +8,665.3% | +699.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling