+52,297.5%
NFLX vs VSH
+77.1%
+52,220.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.6% | +1.8% | -1.5% |
| 7D | -4.4% | +26.2% | -30.6% | -11.3% |
| 30D | -11.0% | -12.5% | +1.5% | -9.3% |
| 3M | -15.5% | -16.9% | +1.4% | -13.9% |
| 6M | -28.5% | -17.0% | -11.5% | -32.0% |
| YTD | -33.1% | +93.8% | -127.0% | -53.8% |
| 1Y | -45.8% | +99.3% | -145.2% | -63.2% |
| 3Y | +40.2% | +35.0% | +5.2% | +0.4% |
| 5Y | -8.2% | +45.8% | -54.0% | -36.7% |
| 10Y | +446.2% | +127.1% | +319.0% | +188.0% |
| All | +52,297.5% | +77.1% | +52,220.5% | +10,264.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling