+26.7%
NFLX vs VUG
+76.0%
-49.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.5% |
| 7D | -5.0% | +0.9% | -5.9% | -5.8% |
| 30D | +3.5% | -1.4% | +5.0% | +5.0% |
| 3M | -7.1% | +2.3% | -9.4% | -9.9% |
| 6M | -22.5% | +15.7% | -38.1% | -34.7% |
| YTD | -18.1% | +8.6% | -26.7% | -26.3% |
| 1Y | -38.3% | +14.1% | -52.4% | -47.8% |
| 3Y | +73.4% | +87.9% | -14.5% | -21.3% |
| 5Y | +26.7% | +76.3% | -49.6% | -36.1% |
| All | +26.7% | +76.0% | -49.3% | -36.1% |
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