+11.0%
NEE vs VIG
+61.5%
-50.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -1.9% | -2.2% | +0.3% | -0.2% |
| 30D | -3.1% | -3.2% | +0.1% | -0.6% |
| 3M | -2.4% | +3.0% | -5.5% | -4.8% |
| 6M | -8.6% | +8.1% | -16.7% | -14.3% |
| YTD | +4.9% | +9.1% | -4.1% | -2.5% |
| 1Y | +19.4% | +12.6% | +6.8% | +8.1% |
| 3Y | +34.9% | +55.4% | -20.5% | -9.5% |
| 5Y | +11.0% | +62.8% | -51.8% | -29.4% |
| All | +11.0% | +61.5% | -50.4% | -29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling