+73.4%
NFLX vs VUG
+88.1%
-14.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | -5.0% | +0.9% | -5.9% | -5.5% |
| 30D | +3.5% | -1.4% | +5.0% | +4.5% |
| 3M | -7.1% | +2.3% | -9.4% | -8.8% |
| 6M | -22.5% | +15.7% | -38.1% | -31.0% |
| YTD | -18.1% | +8.6% | -26.7% | -23.5% |
| 1Y | -38.3% | +14.1% | -52.4% | -44.9% |
| 3Y | +73.4% | +87.9% | -14.5% | +3.3% |
| All | +73.4% | +88.1% | -14.7% | +3.3% |
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