+73.4%
NFLX vs VIG
+57.1%
+16.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.3% |
| 7D | -5.0% | -0.4% | -4.6% | -4.7% |
| 30D | +3.5% | -2.1% | +5.6% | +5.3% |
| 3M | -7.1% | +3.3% | -10.4% | -9.3% |
| 6M | -22.5% | +9.3% | -31.7% | -27.8% |
| YTD | -18.1% | +10.1% | -28.3% | -24.2% |
| 1Y | -38.3% | +14.7% | -53.0% | -45.1% |
| 3Y | +73.4% | +56.9% | +16.4% | +18.0% |
| All | +73.4% | +57.1% | +16.3% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling