+37.1%
NEE vs VSH
+32.2%
+4.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | +1.1% | +6.2% | -5.1% | +0.8% |
| 30D | -0.2% | -11.1% | +10.9% | +0.3% |
| 3M | +0.5% | -44.9% | +45.4% | +3.3% |
| 6M | -6.5% | +90.0% | -96.5% | -13.4% |
| YTD | +6.7% | +118.8% | -112.1% | -2.6% |
| 1Y | +23.6% | +109.0% | -85.4% | +13.0% |
| 3Y | +37.1% | +35.6% | +1.5% | +23.2% |
| All | +37.1% | +32.2% | +4.9% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling