+45.2%
NFLX vs VUG
+80.4%
-35.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.4% | +1.0% |
| 7D | -2.8% | -1.1% | -1.7% | -2.2% |
| 30D | -8.6% | -7.0% | -1.6% | -4.5% |
| 3M | -13.7% | -3.7% | -10.0% | -12.0% |
| 6M | -24.5% | -1.6% | -22.8% | -24.5% |
| YTD | -31.2% | +5.1% | -36.3% | -34.7% |
| 1Y | -43.2% | +3.8% | -47.0% | -45.7% |
| All | +45.2% | +80.4% | -35.2% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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