+27.2%
NFLX vs VIG
+62.2%
-35.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.3% |
| 7D | -8.1% | -1.2% | -6.9% | -6.8% |
| 30D | -0.3% | -2.8% | +2.5% | +3.2% |
| 3M | -6.6% | +2.5% | -9.1% | -9.3% |
| 6M | -22.7% | +8.1% | -30.8% | -29.9% |
| YTD | -18.9% | +9.6% | -28.5% | -27.8% |
| 1Y | -39.8% | +14.2% | -54.0% | -49.4% |
| 3Y | +71.7% | +56.1% | +15.6% | -8.2% |
| 5Y | +27.2% | +62.8% | -35.6% | -34.8% |
| All | +27.2% | +62.2% | -35.0% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling