+935.2%
NEE vs VEA
+167.0%
+768.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.9% |
| 7D | -0.5% | +0.3% | -0.9% | -0.7% |
| 30D | -1.7% | +0.4% | -2.1% | -2.0% |
| 3M | -1.8% | +4.8% | -6.7% | -4.8% |
| 6M | -8.8% | +11.3% | -20.1% | -15.0% |
| YTD | +5.2% | +17.4% | -12.2% | -5.1% |
| 1Y | +21.3% | +26.2% | -4.9% | +4.9% |
| 3Y | +35.2% | +77.7% | -42.5% | -4.9% |
| 5Y | +10.1% | +60.9% | -50.8% | -18.6% |
| 10Y | +253.2% | +163.6% | +89.6% | +92.7% |
| All | +935.2% | +167.0% | +768.2% | +395.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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