+46.0%
ASML vs VUG
+2.7%
+43.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | +0.8% |
| 7D | -2.9% | -1.2% | -1.7% | -0.8% |
| 30D | -15.2% | -8.9% | -6.3% | -1.6% |
| 3M | -12.9% | -5.9% | -7.0% | -4.0% |
| 6M | -5.0% | -3.3% | -1.8% | +0.6% |
| YTD | +41.8% | +3.4% | +38.4% | +37.0% |
| 1Y | +46.0% | +1.9% | +44.1% | +44.3% |
| All | +46.0% | +2.7% | +43.3% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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