-39.3%
NFLX vs VSH
+62.1%
-101.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.1% | +9.8% | +4.1% |
| 7D | +7.1% | -13.6% | +20.7% | +5.3% |
| 30D | -1.6% | -30.4% | +28.7% | -5.3% |
| 3M | -9.8% | -33.3% | +23.5% | -12.9% |
| 6M | -27.1% | -15.1% | -12.0% | -27.2% |
| YTD | -29.2% | +80.2% | -109.4% | -22.4% |
| 1Y | -39.3% | +63.4% | -102.6% | -34.1% |
| All | -39.3% | +62.1% | -101.3% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling