+927.3%
NEE vs VEU
+190.9%
+736.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +1.1% | +1.7% | -0.6% | +0.1% |
| 30D | -0.2% | +1.0% | -1.2% | -0.8% |
| 3M | +0.5% | +5.6% | -5.1% | -2.8% |
| 6M | -6.5% | +13.7% | -20.2% | -13.8% |
| YTD | +6.7% | +17.7% | -11.0% | -3.7% |
| 1Y | +23.6% | +25.8% | -2.2% | +7.4% |
| 3Y | +37.1% | +77.1% | -40.0% | -2.6% |
| 5Y | +10.9% | +57.1% | -46.2% | -16.3% |
| 10Y | +245.4% | +149.8% | +95.5% | +96.6% |
| All | +927.3% | +190.9% | +736.3% | +378.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling