+14,305.6%
NFLX vs VIG
+655.8%
+13,649.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.2% |
| 3M | -20.6% | +2.5% | -23.1% | -22.6% |
| 6M | -29.0% | +11.0% | -40.0% | -36.2% |
| YTD | -33.7% | +16.0% | -49.7% | -43.2% |
| 1Y | -46.2% | +17.5% | -63.7% | -54.6% |
| 3Y | +39.8% | +67.0% | -27.2% | -18.1% |
| 5Y | -9.0% | +64.8% | -73.7% | -44.7% |
| 10Y | +441.5% | +263.6% | +177.9% | +46.2% |
| All | +14,305.6% | +655.8% | +13,649.8% | +1,934.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling