-35.3%
NFLX vs VG
-49.4%
+14.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.2% |
| 7D | -0.3% | -7.7% | +7.4% | +0.1% |
| 30D | -10.0% | -8.8% | -1.2% | -9.7% |
| 3M | -17.1% | -15.6% | -1.5% | -16.5% |
| 6M | -27.7% | +5.2% | -32.9% | -28.9% |
| YTD | -32.5% | +76.9% | -109.4% | -37.6% |
| 1Y | -43.5% | +42.5% | -86.0% | -46.8% |
| All | -35.3% | -49.4% | +14.1% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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