+11.3%
NEE vs VWO
+34.0%
-22.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.4% |
| 7D | -1.3% | -1.8% | +0.4% | -0.7% |
| 30D | -3.3% | -0.1% | -3.2% | -3.3% |
| 3M | -2.3% | +2.2% | -4.5% | -3.2% |
| 6M | -8.9% | +8.8% | -17.6% | -12.2% |
| YTD | +4.8% | +12.4% | -7.6% | -0.6% |
| 1Y | +18.7% | +15.6% | +3.1% | +11.3% |
| 3Y | +33.2% | +62.5% | -29.3% | +6.6% |
| All | +11.3% | +34.0% | -22.7% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 5y: compounded portfolio wealth divided by compounded VWO 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…
5y analysis · Full analysis span regression · 6 months rolling