+4.3%
NEE vs VLO
+117.8%
-113.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.1% |
| 7D | -2.1% | +9.6% | -11.7% | -1.5% |
| 30D | +8.6% | -17.4% | +26.0% | +7.7% |
| 3M | -0.3% | +10.8% | -11.1% | +0.3% |
| 6M | -8.9% | +56.9% | -65.9% | -6.5% |
| YTD | +8.3% | +136.8% | -128.4% | +12.0% |
| 1Y | +4.3% | +120.7% | -116.4% | +7.0% |
| All | +4.3% | +117.8% | -113.5% | +7.0% |
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