+244.8%
NEE vs VEU
+155.0%
+89.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.8% |
| 7D | -1.3% | -1.4% | +0.1% | -0.5% |
| 30D | -3.3% | -0.4% | -2.9% | -3.1% |
| 3M | -2.3% | +2.5% | -4.8% | -4.0% |
| 6M | -8.9% | +11.1% | -20.0% | -15.3% |
| YTD | +4.8% | +16.5% | -11.7% | -5.7% |
| 1Y | +18.7% | +22.9% | -4.2% | +3.3% |
| 3Y | +33.2% | +73.4% | -40.2% | -7.9% |
| 5Y | +10.9% | +56.1% | -45.2% | -18.8% |
| All | +244.8% | +155.0% | +89.9% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling