-3.8%
NFLX vs VSH
+41.8%
-45.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.2% |
| 7D | -0.3% | -1.6% | +1.3% | -0.3% |
| 30D | -10.0% | -21.3% | +11.3% | -8.2% |
| 3M | -17.1% | -18.9% | +1.8% | -16.1% |
| 6M | -27.7% | -21.4% | -6.3% | -30.0% |
| YTD | -32.5% | +86.8% | -119.4% | -47.2% |
| 1Y | -43.5% | +85.8% | -129.3% | -55.9% |
| 3Y | +41.4% | +30.1% | +11.3% | +16.9% |
| All | -3.8% | +41.8% | -45.6% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling