+245.4%
NEE vs VRSN
+293.8%
-48.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.5% |
| 7D | -1.9% | -1.5% | -0.4% | -1.5% |
| 30D | -3.1% | +0.7% | -3.8% | -3.5% |
| 3M | -2.4% | +0.6% | -3.0% | -3.1% |
| 6M | -8.6% | +21.7% | -30.3% | -15.7% |
| YTD | +4.9% | +20.0% | -15.1% | -3.2% |
| 1Y | +19.4% | +3.2% | +16.2% | +16.2% |
| 3Y | +34.9% | +42.4% | -7.5% | +13.9% |
| 5Y | +11.0% | +33.0% | -21.9% | -5.4% |
| All | +245.4% | +293.8% | -48.4% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling