+9.1%
NEE vs VG
+48.6%
-39.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | +3.9% | -22.0% | +25.9% | +3.4% |
| 30D | +12.8% | -11.6% | +24.5% | +12.5% |
| 3M | +3.6% | -14.9% | +18.4% | +3.3% |
| 6M | -7.5% | -3.5% | -4.0% | -7.4% |
| YTD | +10.7% | +70.0% | -59.3% | +7.1% |
| 1Y | +9.1% | +50.0% | -40.9% | +6.7% |
| All | +9.1% | +48.6% | -39.6% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling