+18,932.3%
NFLX vs VT
+374.2%
+18,558.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.2% | +0.4% | -4.7% | -4.6% |
| 30D | +5.5% | +1.0% | +4.5% | +4.5% |
| 3M | -4.1% | +2.4% | -6.4% | -6.5% |
| 6M | -20.7% | +12.0% | -32.7% | -29.1% |
| YTD | -16.5% | +15.3% | -31.9% | -27.4% |
| 1Y | -37.8% | +22.6% | -60.4% | -48.9% |
| 3Y | +77.9% | +74.7% | +3.2% | +6.4% |
| 5Y | +32.5% | +66.1% | -33.6% | -14.4% |
| 10Y | +703.6% | +225.0% | +478.6% | +206.9% |
| All | +18,932.3% | +374.2% | +18,558.1% | +5,155.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling