+13.8%
VRT vs NEE
+11.3%
+2.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.9% | -17.8% | -13.5% |
| 7D | -15.4% | +9.2% | -24.6% | -17.0% |
| 30D | -19.0% | +16.0% | -34.9% | -23.0% |
| 3M | -23.8% | +2.2% | -26.0% | -22.9% |
| 6M | -37.9% | -6.0% | -31.9% | -33.3% |
| YTD | +27.0% | +12.6% | +14.4% | +22.7% |
| 1Y | +13.8% | +11.4% | +2.4% | +9.3% |
| All | +13.8% | +11.3% | +2.5% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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