+58.0%
VZ vs NEE
+69.4%
-11.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +0.9% | -3.4% | +4.3% | +1.8% |
| 30D | +6.9% | +9.0% | -2.1% | +4.7% |
| 3M | +0.6% | +0.2% | +0.4% | +0.5% |
| 6M | +0.3% | -8.5% | +8.8% | +2.2% |
| YTD | +21.9% | +8.6% | +13.3% | +19.4% |
| 1Y | +21.7% | +2.2% | +19.5% | +20.7% |
| All | +58.0% | +69.4% | -11.4% | +42.8% |
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