+15.8%
NEE vs VT
+57.5%
-41.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | +11.5% | -3.1% | +14.5% | +13.2% |
| 3M | +2.6% | -3.5% | +6.1% | +4.5% |
| 6M | -6.0% | +0.5% | -6.4% | -6.7% |
| YTD | +9.8% | +10.8% | -1.0% | +2.3% |
| 1Y | +4.7% | +11.9% | -7.2% | -3.1% |
| 3Y | +71.0% | +73.0% | -1.9% | +15.6% |
| 5Y | +15.8% | +58.6% | -42.8% | -18.8% |
| All | +15.8% | +57.5% | -41.7% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling