+12.2%
NEE vs VCIT
+4.1%
+8.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.9% | -0.3% | +2.3% | +2.4% |
| 30D | -2.2% | -0.8% | -1.4% | -1.2% |
| 3M | -1.2% | -1.0% | -0.2% | +0.2% |
| 6M | -8.6% | -1.8% | -6.7% | -6.3% |
| YTD | +6.2% | -0.7% | +6.9% | +7.2% |
| 1Y | +21.1% | +1.0% | +20.1% | +19.4% |
| 3Y | +36.4% | +18.8% | +17.5% | +9.1% |
| All | +12.2% | +4.1% | +8.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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