+70.7%
NFLX vs VGT
+121.2%
-50.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | -8.1% | -1.0% | -7.0% | -7.6% |
| 30D | +1.6% | -0.4% | +2.1% | +1.7% |
| 3M | -7.3% | +6.6% | -13.9% | -10.9% |
| 6M | -21.6% | +31.0% | -52.6% | -33.8% |
| YTD | -18.9% | +27.2% | -46.2% | -30.5% |
| 1Y | -39.1% | +34.5% | -73.5% | -50.0% |
| All | +70.7% | +121.2% | -50.6% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling