+11.5%
NEE vs VO
+36.2%
-24.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.1% | +3.1% | -5.2% | -4.0% |
| 30D | +8.6% | +2.2% | +6.4% | +7.0% |
| 3M | -0.3% | -2.5% | +2.2% | +1.2% |
| 6M | -8.9% | +7.0% | -15.9% | -12.9% |
| YTD | +8.3% | +14.0% | -5.7% | -0.8% |
| 1Y | +4.3% | +15.6% | -11.4% | -5.4% |
| 3Y | +70.7% | +66.2% | +4.6% | +19.5% |
| All | +11.5% | +36.2% | -24.7% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling