+5.4%
NEE vs VT
+13.0%
-7.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.5% |
| 7D | +2.2% | +0.4% | +1.8% | +2.1% |
| 30D | +12.3% | -2.6% | +14.8% | +12.6% |
| 3M | +3.4% | -3.2% | +6.6% | +3.8% |
| 6M | -5.3% | +0.9% | -6.3% | -5.6% |
| YTD | +10.6% | +11.3% | -0.8% | +6.3% |
| All | +5.4% | +13.0% | -7.6% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling