+2,878.1%
NEE vs VRSN
+7,135.0%
-4,257.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -2.1% | +1.4% | -3.5% | -2.2% |
| 30D | +8.6% | +3.9% | +4.8% | +8.3% |
| 3M | -0.3% | +9.3% | -9.6% | -0.9% |
| 6M | -8.9% | +6.7% | -15.6% | -9.5% |
| YTD | +8.3% | +30.0% | -21.7% | +6.1% |
| 1Y | +4.3% | +26.0% | -21.7% | +2.3% |
| 3Y | +70.7% | +53.1% | +17.6% | +65.0% |
| 5Y | +12.8% | +35.0% | -22.2% | +9.7% |
| 10Y | +287.2% | +291.7% | -4.5% | +257.6% |
| All | +2,878.1% | +7,135.0% | -4,257.0% | +2,652.1% |
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