+2,723.0%
VRT vs NEE
+143.5%
+2,579.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.6% |
| 7D | +9.1% | +1.9% | +7.2% | +8.4% |
| 30D | +0.9% | -2.2% | +3.1% | +1.7% |
| 3M | -13.4% | -1.2% | -12.2% | -13.3% |
| 6M | +11.7% | -8.6% | +20.3% | +15.0% |
| YTD | +73.2% | +6.2% | +67.0% | +69.6% |
| 1Y | +123.4% | +21.1% | +102.3% | +109.6% |
| 3Y | +606.2% | +36.4% | +569.8% | +504.0% |
| 5Y | +899.9% | +11.4% | +888.5% | +835.2% |
| All | +2,723.0% | +143.5% | +2,579.6% | +2,074.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling