+39.8%
NFLX vs VTR
+130.0%
-90.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.7% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | -11.9% | +5.5% | -17.4% | -12.7% |
| 3M | -20.6% | -0.9% | -19.6% | -20.5% |
| 6M | -29.0% | -0.4% | -28.6% | -29.1% |
| YTD | -33.7% | +17.0% | -50.7% | -35.2% |
| 1Y | -46.2% | +18.0% | -64.1% | -47.4% |
| 3Y | +39.8% | +127.4% | -87.6% | +27.1% |
| All | +39.8% | +130.0% | -90.2% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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