+51.0%
ASML vs VYM
+19.7%
+31.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | 0.0% |
| 7D | +2.5% | -0.2% | +2.7% | +3.2% |
| 30D | -12.2% | +3.6% | -15.8% | -17.7% |
| 3M | -14.6% | -0.1% | -14.5% | -13.7% |
| 6M | -1.7% | +7.1% | -8.9% | -14.6% |
| YTD | +44.3% | +17.0% | +27.3% | +7.0% |
| 1Y | +51.0% | +19.0% | +32.0% | +10.7% |
| All | +51.0% | +19.7% | +31.3% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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