+423.4%
NFLX vs VCIT
+29.7%
+393.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +2.6% | +0.7% | +1.9% | +1.8% |
| 30D | -9.0% | +1.8% | -10.8% | -10.7% |
| 3M | -13.7% | -1.6% | -12.2% | -12.3% |
| 6M | -26.9% | -2.1% | -24.8% | -25.2% |
| YTD | -31.8% | -1.6% | -30.2% | -30.7% |
| 1Y | -42.1% | -0.8% | -41.3% | -41.6% |
| 3Y | +47.0% | +19.9% | +27.0% | +19.5% |
| 5Y | -2.5% | +3.3% | -5.8% | -11.5% |
| 10Y | +423.4% | +30.6% | +392.7% | +336.1% |
| All | +423.4% | +29.7% | +393.7% | +336.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling