+10.1%
NEE vs VRSN
+30.8%
-20.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.9% |
| 7D | -0.5% | -1.0% | +0.5% | -0.3% |
| 30D | -1.7% | -1.9% | +0.2% | -1.3% |
| 3M | -1.8% | +1.4% | -3.2% | -2.6% |
| 6M | -8.8% | +19.0% | -27.9% | -14.8% |
| YTD | +5.2% | +19.2% | -14.0% | -2.1% |
| 1Y | +21.3% | +1.7% | +19.7% | +19.6% |
| 3Y | +35.2% | +41.4% | -6.2% | +14.1% |
| 5Y | +10.1% | +31.7% | -21.5% | -5.4% |
| All | +10.1% | +30.8% | -20.6% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling