+19.7%
NEE vs VO
+13.4%
+6.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | -0.5% | -0.6% | 0.0% | -0.3% |
| 30D | -1.7% | -1.9% | +0.2% | -0.9% |
| 3M | -1.8% | +3.3% | -5.1% | -3.1% |
| 6M | -8.8% | +9.7% | -18.5% | -12.3% |
| YTD | +5.2% | +12.6% | -7.4% | -0.5% |
| All | +19.7% | +13.4% | +6.2% | +14.8% |
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