+39.8%
NFLX vs VRT
+388.8%
-349.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.6% |
| 7D | -2.0% | +10.5% | -12.5% | -2.7% |
| 30D | -11.9% | -9.3% | -2.6% | -11.7% |
| 3M | -20.6% | -29.6% | +9.0% | -18.9% |
| 6M | -29.0% | -45.4% | +16.3% | -26.2% |
| YTD | -33.7% | +24.8% | -58.5% | -40.0% |
| 1Y | -46.2% | +23.6% | -69.8% | -51.4% |
| 3Y | +39.8% | +379.7% | -339.9% | -7.4% |
| All | +39.8% | +388.8% | -349.0% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling