-39.3%
NFLX vs VT
+15.2%
-54.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +4.5% |
| 7D | +7.1% | -0.3% | +7.4% | +7.1% |
| 30D | -1.6% | -1.4% | -0.2% | -1.6% |
| 3M | -9.8% | -1.4% | -8.4% | -9.7% |
| 6M | -27.1% | +5.5% | -32.5% | -27.6% |
| YTD | -29.2% | +12.8% | -42.0% | -31.0% |
| 1Y | -39.3% | +15.4% | -54.7% | -41.4% |
| All | -39.3% | +15.2% | -54.5% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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