+11.4%
NEE vs VLO
+120.8%
-109.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.8% | +10.6% | +4.5% |
| 7D | +9.2% | -6.0% | +15.1% | +8.8% |
| 30D | +16.0% | -12.9% | +28.8% | +15.2% |
| 3M | +2.2% | +18.3% | -16.1% | +3.0% |
| 6M | -6.0% | +46.4% | -52.5% | -4.0% |
| YTD | +12.6% | +127.7% | -115.2% | +15.2% |
| 1Y | +11.4% | +120.6% | -109.2% | +14.2% |
| All | +11.4% | +120.8% | -109.4% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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