+85.6%
NFLX vs VRT
+1,919.9%
-1,834.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.6% | -8.8% | -0.7% |
| 7D | +2.6% | -10.6% | +13.2% | +3.9% |
| 30D | -9.0% | -17.4% | +8.4% | -7.1% |
| 3M | -13.7% | -26.4% | +12.6% | -10.8% |
| 6M | -26.9% | -41.0% | +14.1% | -22.8% |
| YTD | -31.8% | +23.8% | -55.6% | -39.8% |
| 1Y | -42.1% | +11.6% | -53.7% | -48.0% |
| 3Y | +47.0% | +403.5% | -356.5% | -15.9% |
| 5Y | -2.5% | +647.0% | -649.6% | -56.4% |
| All | +85.6% | +1,919.9% | -1,834.3% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 10y: compounded portfolio wealth divided by compounded VRT 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…
10y analysis · Full analysis span regression · 6 months rolling