+33.5%
NEE vs VGT
+121.2%
-87.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.2% |
| 7D | -1.9% | -1.0% | -0.9% | -1.9% |
| 30D | -3.1% | -0.4% | -2.7% | -3.1% |
| 3M | -2.4% | +6.6% | -9.0% | -2.7% |
| 6M | -8.6% | +31.0% | -39.6% | -10.1% |
| YTD | +4.9% | +27.2% | -22.3% | +3.3% |
| 1Y | +19.4% | +34.5% | -15.1% | +17.0% |
| All | +33.5% | +121.2% | -87.8% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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