-2.7%
NFLX vs VRT
+561.8%
-564.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.5% | -6.7% | -3.8% |
| 7D | +2.1% | -21.4% | +23.5% | +5.6% |
| 30D | -9.0% | -25.8% | +16.8% | -5.5% |
| 3M | -14.0% | -33.5% | +19.6% | -9.5% |
| 6M | -28.2% | -49.0% | +20.9% | -22.1% |
| YTD | -32.4% | +12.9% | -45.3% | -39.9% |
| 1Y | -42.2% | 0.0% | -42.2% | -47.5% |
| 3Y | +45.9% | +361.8% | -315.9% | -20.9% |
| All | -2.7% | +561.8% | -564.5% | -58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling