+27.0%
NFLX vs VO
+41.5%
-14.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.1% |
| 7D | -8.1% | -0.6% | -7.5% | -7.5% |
| 30D | -0.3% | -1.9% | +1.6% | +1.7% |
| 3M | -6.6% | +3.3% | -9.9% | -9.9% |
| 6M | -22.7% | +9.7% | -32.4% | -30.6% |
| YTD | -18.9% | +12.6% | -31.5% | -29.6% |
| 1Y | -39.8% | +13.6% | -53.5% | -48.5% |
| 3Y | +71.7% | +56.8% | +14.9% | -3.9% |
| All | +27.0% | +41.5% | -14.5% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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