+11.0%
NEE vs VOO
+80.3%
-69.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -1.9% | -2.0% | +0.1% | -0.9% |
| 30D | -3.1% | -1.7% | -1.5% | -2.3% |
| 3M | -2.4% | +4.7% | -7.2% | -5.0% |
| 6M | -8.6% | +12.6% | -21.2% | -14.7% |
| YTD | +4.9% | +11.8% | -6.8% | -1.8% |
| 1Y | +19.4% | +17.5% | +1.8% | +8.4% |
| 3Y | +34.9% | +77.0% | -42.1% | -8.7% |
| 5Y | +11.0% | +82.6% | -71.5% | -28.7% |
| All | +11.0% | +80.3% | -69.3% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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