+18.7%
NEE vs VSH
+119.5%
-100.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.1% | -6.3% | -0.2% |
| 7D | -1.3% | +4.8% | -6.1% | -1.4% |
| 30D | -3.3% | -0.7% | -2.6% | -3.3% |
| 3M | -2.3% | -43.1% | +40.8% | -1.6% |
| 6M | -8.9% | +91.8% | -100.6% | -14.1% |
| YTD | +4.8% | +131.6% | -126.9% | -3.0% |
| 1Y | +18.7% | +118.1% | -99.4% | +11.6% |
| All | +18.7% | +119.5% | -100.8% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling