+18,037.4%
NFLX vs VIG
+623.5%
+17,413.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.9% | -4.9% |
| 7D | -4.2% | -0.4% | -3.8% | -3.8% |
| 30D | +5.5% | -1.0% | +6.4% | +6.5% |
| 3M | -4.1% | +2.8% | -6.8% | -6.7% |
| 6M | -20.7% | +8.2% | -28.9% | -27.0% |
| YTD | -16.5% | +11.0% | -27.6% | -25.2% |
| 1Y | -37.8% | +16.1% | -53.9% | -46.9% |
| 3Y | +77.9% | +56.2% | +21.7% | +11.6% |
| 5Y | +32.5% | +63.0% | -30.5% | -18.4% |
| 10Y | +703.6% | +241.4% | +462.1% | +131.5% |
| All | +18,037.4% | +623.5% | +17,413.9% | +2,579.7% |
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