+2,832.9%
NEE vs VRSN
+6,422.7%
-3,589.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.7% |
| 7D | +1.1% | -2.1% | +3.2% | +1.2% |
| 30D | -0.2% | -3.9% | +3.7% | 0.0% |
| 3M | +0.5% | -0.1% | +0.7% | +0.5% |
| 6M | -6.5% | +16.4% | -22.9% | -7.7% |
| YTD | +6.7% | +17.2% | -10.5% | +5.3% |
| 1Y | +23.6% | +1.0% | +22.6% | +23.1% |
| 3Y | +37.1% | +39.1% | -2.0% | +33.4% |
| 5Y | +10.9% | +29.0% | -18.1% | +8.3% |
| 10Y | +245.4% | +275.8% | -30.5% | +220.4% |
| All | +2,832.9% | +6,422.7% | -3,589.8% | +2,630.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling