+681.4%
NFLX vs VTV
+234.5%
+446.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.3% |
| 7D | -1.1% | -1.1% | 0.0% | -0.2% |
| 30D | +4.3% | -1.0% | +5.3% | +5.2% |
| 3M | -4.8% | +4.6% | -9.4% | -8.1% |
| 6M | -18.4% | +13.5% | -31.9% | -26.5% |
| YTD | -17.4% | +18.5% | -35.9% | -28.2% |
| 1Y | -35.7% | +22.9% | -58.6% | -45.8% |
| 3Y | +73.8% | +67.8% | +5.9% | +12.6% |
| 5Y | +29.3% | +81.8% | -52.6% | -19.9% |
| All | +681.4% | +234.5% | +446.9% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling