-1.9%
NFLX vs VUG
+65.5%
-67.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.4% | +0.4% |
| 7D | -2.8% | -1.1% | -1.7% | -2.0% |
| 30D | -8.6% | -7.0% | -1.6% | -2.4% |
| 3M | -13.7% | -3.7% | -10.0% | -11.2% |
| 6M | -24.5% | -1.6% | -22.8% | -24.7% |
| YTD | -31.2% | +5.1% | -36.3% | -36.6% |
| 1Y | -43.2% | +3.8% | -47.0% | -47.1% |
| 3Y | +44.3% | +79.9% | -35.6% | -32.2% |
| 5Y | -1.9% | +66.4% | -68.2% | -48.7% |
| All | -1.9% | +65.5% | -67.4% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling