+284.2%
NEE vs VRSN
+292.3%
-8.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -2.1% | +1.4% | -3.5% | -2.6% |
| 30D | +8.6% | +3.9% | +4.8% | +7.2% |
| 3M | -0.3% | +9.3% | -9.6% | -3.5% |
| 6M | -8.9% | +6.7% | -15.6% | -11.6% |
| YTD | +8.3% | +30.0% | -21.7% | -2.9% |
| 1Y | +4.3% | +26.0% | -21.7% | -5.6% |
| 3Y | +70.7% | +53.1% | +17.6% | +40.5% |
| 5Y | +12.8% | +35.0% | -22.2% | -4.4% |
| All | +284.2% | +292.3% | -8.2% | +175.6% |
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