+448.2%
NFLX vs VIG
+262.6%
+185.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.0% | +3.5% | -5.5% | -5.3% |
| 30D | -11.9% | +4.9% | -16.9% | -16.1% |
| 3M | -20.6% | +2.5% | -23.1% | -22.6% |
| 6M | -29.0% | +11.0% | -40.0% | -36.1% |
| YTD | -33.7% | +16.0% | -49.7% | -43.1% |
| 1Y | -46.2% | +17.5% | -63.7% | -54.5% |
| 3Y | +39.8% | +67.0% | -27.2% | -18.1% |
| 5Y | -9.0% | +64.8% | -73.7% | -45.2% |
| All | +448.2% | +262.6% | +185.5% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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