+990.1%
VZ vs NEE
+7,238.0%
-6,247.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.6% |
| 7D | +0.1% | +1.9% | -1.9% | -0.6% |
| 30D | +7.9% | -2.2% | +10.1% | +8.7% |
| 3M | +13.6% | -1.2% | +14.8% | +14.1% |
| 6M | +1.1% | -8.6% | +9.7% | +4.1% |
| YTD | +29.3% | +6.2% | +23.1% | +25.9% |
| 1Y | +21.2% | +21.1% | +0.1% | +12.2% |
| 3Y | +75.9% | +36.4% | +39.5% | +51.5% |
| 5Y | +24.1% | +11.4% | +12.7% | +12.8% |
| 10Y | +62.4% | +250.0% | -187.6% | -9.5% |
| All | +990.1% | +7,238.0% | -6,247.9% | +64.5% |
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