+18.7%
NEE vs VNQ
+7.2%
+11.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -1.3% | -1.3% | -0.1% | -0.6% |
| 30D | -3.3% | -2.6% | -0.7% | -1.8% |
| 3M | -2.3% | -2.0% | -0.2% | -1.2% |
| 6M | -8.9% | +4.3% | -13.2% | -11.4% |
| YTD | +4.8% | +9.2% | -4.5% | -1.5% |
| 1Y | +18.7% | +5.6% | +13.1% | +14.6% |
| All | +18.7% | +7.2% | +11.5% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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