+1,927.9%
NEE vs VGT
+2,279.6%
-351.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +1.1% | +1.8% | -0.7% | +0.3% |
| 30D | -0.2% | -0.3% | +0.1% | -0.2% |
| 3M | +0.5% | +3.4% | -2.8% | -1.5% |
| 6M | -6.5% | +35.0% | -41.5% | -19.1% |
| YTD | +6.7% | +28.8% | -22.1% | -6.0% |
| 1Y | +23.6% | +38.0% | -14.4% | +5.2% |
| 3Y | +37.1% | +125.8% | -88.7% | -11.1% |
| 5Y | +10.9% | +134.7% | -123.8% | -31.2% |
| 10Y | +245.4% | +792.6% | -547.2% | +4.1% |
| All | +1,927.9% | +2,279.6% | -351.7% | +228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling