+4.3%
NEE vs VO
+14.1%
-9.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.1% | +3.1% | -5.2% | -3.1% |
| 30D | +8.6% | +2.2% | +6.4% | +7.7% |
| 3M | -0.3% | -2.5% | +2.2% | +0.4% |
| 6M | -8.9% | +7.0% | -15.9% | -11.1% |
| YTD | +8.3% | +14.0% | -5.7% | +3.3% |
| 1Y | +4.3% | +15.6% | -11.4% | -1.0% |
| All | +4.3% | +14.1% | -9.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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