+73.4%
NFLX vs VMC
+22.8%
+50.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.6% |
| 7D | -5.0% | -0.5% | -4.5% | -4.9% |
| 30D | +3.5% | -9.1% | +12.6% | +5.4% |
| 3M | -7.1% | -4.1% | -3.0% | -6.5% |
| 6M | -22.5% | -5.5% | -16.9% | -22.0% |
| YTD | -18.1% | -8.9% | -9.2% | -17.7% |
| 1Y | -38.3% | -12.9% | -25.4% | -37.3% |
| 3Y | +73.4% | +22.1% | +51.2% | +55.5% |
| All | +73.4% | +22.8% | +50.6% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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