-2.2%
NFLX vs VCIT
+3.3%
-5.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.2% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -10.0% | +1.1% | -11.1% | -11.3% |
| 3M | -17.1% | -1.4% | -15.7% | -15.5% |
| 6M | -27.7% | -2.3% | -25.4% | -25.3% |
| YTD | -32.5% | -1.8% | -30.7% | -30.9% |
| 1Y | -43.5% | -1.0% | -42.5% | -42.9% |
| 3Y | +41.4% | +19.3% | +22.2% | +5.8% |
| 5Y | -2.2% | +3.8% | -6.0% | -19.4% |
| All | -2.2% | +3.3% | -5.5% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling