+55.9%
VZ vs NEE
+60.0%
-4.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.6% |
| 7D | +2.1% | +3.9% | -1.7% | +1.2% |
| 30D | +1.4% | +12.8% | -11.5% | -1.5% |
| 3M | -1.3% | +3.6% | -4.8% | -2.2% |
| 6M | -0.5% | -7.5% | +7.0% | +1.1% |
| YTD | +19.6% | +10.7% | +9.0% | +16.7% |
| 1Y | +22.4% | +9.1% | +13.3% | +19.6% |
| 3Y | +55.9% | +61.0% | -5.1% | +41.1% |
| All | +55.9% | +60.0% | -4.1% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling