+73.4%
NFLX vs VSH
+32.2%
+41.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.9% |
| 7D | -5.0% | +6.2% | -11.2% | -5.0% |
| 30D | +3.5% | -11.1% | +14.7% | +3.6% |
| 3M | -7.1% | -44.9% | +37.8% | -5.9% |
| 6M | -22.5% | +90.0% | -112.4% | -27.6% |
| YTD | -18.1% | +118.8% | -136.9% | -24.9% |
| 1Y | -38.3% | +109.0% | -147.3% | -43.3% |
| 3Y | +73.4% | +35.6% | +37.7% | +59.8% |
| All | +73.4% | +32.2% | +41.1% | +59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling