+19.4%
NEE vs VLO
+144.1%
-124.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.3% |
| 7D | -1.9% | +4.0% | -5.9% | -1.8% |
| 30D | -3.1% | +19.0% | -22.1% | -2.4% |
| 3M | -2.4% | +50.0% | -52.4% | -0.6% |
| 6M | -8.6% | +79.1% | -87.7% | -6.5% |
| YTD | +4.9% | +140.3% | -135.3% | +6.7% |
| 1Y | +19.4% | +148.3% | -128.9% | +22.6% |
| All | +19.4% | +144.1% | -124.7% | +22.6% |
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