+33.8%
NEE vs VO
+56.0%
-22.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.0% |
| 7D | -0.5% | -0.6% | 0.0% | -0.2% |
| 30D | -1.7% | -1.9% | +0.2% | -0.6% |
| 3M | -1.8% | +3.3% | -5.1% | -3.7% |
| 6M | -8.8% | +9.7% | -18.5% | -13.6% |
| YTD | +5.2% | +12.6% | -7.4% | -2.0% |
| 1Y | +21.3% | +13.6% | +7.7% | +12.4% |
| All | +33.8% | +56.0% | -22.3% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling