+481.2%
NEE vs VEEV
+596.9%
-115.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +0.9% |
| 7D | +1.1% | -5.2% | +6.2% | +1.7% |
| 30D | -0.2% | +14.9% | -15.1% | -2.0% |
| 3M | +0.5% | +58.4% | -57.8% | -5.2% |
| 6M | -6.5% | +35.5% | -42.0% | -10.5% |
| YTD | +6.7% | +18.6% | -11.9% | +3.7% |
| 1Y | +23.6% | -6.3% | +29.9% | +23.7% |
| 3Y | +37.1% | +20.2% | +16.9% | +30.9% |
| 5Y | +10.9% | -13.8% | +24.7% | +8.0% |
| 10Y | +245.4% | +542.0% | -296.7% | +191.0% |
| All | +481.2% | +596.9% | -115.8% | +384.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 all: compounded portfolio wealth divided by compounded VEEV 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…
all analysis · Full analysis span regression · 6 months rolling