+73.8%
NFLX vs VYM
+65.1%
+8.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.2% | +1.4% |
| 7D | -1.1% | -0.8% | -0.3% | -0.6% |
| 30D | +4.3% | -2.2% | +6.5% | +5.7% |
| 3M | -4.8% | +3.1% | -7.8% | -6.3% |
| 6M | -18.4% | +9.7% | -28.1% | -22.8% |
| YTD | -17.4% | +14.9% | -32.3% | -24.0% |
| 1Y | -35.7% | +17.6% | -53.3% | -41.8% |
| 3Y | +73.8% | +65.3% | +8.5% | +28.1% |
| All | +73.8% | +65.1% | +8.7% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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