+18.7%
NEE vs VIG
+13.0%
+5.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -1.3% | -1.1% | -0.3% | -0.8% |
| 30D | -3.3% | -2.7% | -0.6% | -1.8% |
| 3M | -2.3% | +2.5% | -4.8% | -3.7% |
| 6M | -8.9% | +9.2% | -18.1% | -13.3% |
| YTD | +4.8% | +9.8% | -5.1% | -1.3% |
| 1Y | +18.7% | +12.4% | +6.3% | +10.6% |
| All | +18.7% | +13.0% | +5.7% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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