+5,384.9%
NEE vs VIAV
+3,306.1%
+2,078.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.2% | -10.7% | -0.1% |
| 7D | +1.1% | +11.3% | -10.2% | +0.5% |
| 30D | -0.2% | -1.0% | +0.8% | -0.3% |
| 3M | +0.5% | -20.5% | +21.0% | +1.2% |
| 6M | -6.5% | +39.0% | -45.5% | -8.9% |
| YTD | +6.7% | +117.5% | -110.8% | +1.2% |
| 1Y | +23.6% | +233.8% | -210.2% | +14.4% |
| 3Y | +37.1% | +295.4% | -258.3% | +24.9% |
| 5Y | +10.9% | +134.3% | -123.4% | +3.4% |
| 10Y | +245.4% | +398.7% | -153.4% | +209.7% |
| All | +5,384.9% | +3,306.1% | +2,078.7% | +4,682.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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