+3.1%
NEE vs VXUS
+13.7%
-10.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.5% |
| 7D | -2.8% | -0.5% | -2.3% | -2.7% |
| 30D | +9.5% | -1.2% | +10.7% | +9.7% |
| 3M | +1.0% | -3.8% | +4.9% | +1.7% |
| 6M | -8.0% | -1.7% | -6.3% | -7.7% |
| YTD | +9.4% | +11.4% | -2.0% | +3.6% |
| 1Y | +3.1% | +13.3% | -10.2% | -3.4% |
| All | +3.1% | +13.7% | -10.6% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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