+75.0%
VTI vs NEE
+9.6%
+65.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -1.3% | +0.4% | -0.6% |
| 30D | -1.4% | -3.3% | +1.9% | -0.7% |
| 3M | +3.6% | -2.3% | +5.8% | +4.0% |
| 6M | +13.6% | -8.9% | +22.5% | +15.6% |
| YTD | +12.9% | +4.8% | +8.2% | +11.0% |
| 1Y | +17.2% | +18.7% | -1.5% | +11.7% |
| 3Y | +75.7% | +33.2% | +42.4% | +58.7% |
| All | +75.0% | +9.6% | +65.4% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling