+896.8%
NEE vs VXUS
+164.4%
+732.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.8% |
| 7D | -2.8% | -0.5% | -2.3% | -2.6% |
| 30D | +9.5% | -1.2% | +10.7% | +10.1% |
| 3M | +1.0% | -3.8% | +4.9% | +2.9% |
| 6M | -8.0% | -1.7% | -6.3% | -7.7% |
| YTD | +9.4% | +11.4% | -2.0% | +2.2% |
| 1Y | +3.1% | +13.3% | -10.2% | -4.5% |
| 3Y | +70.5% | +70.0% | +0.5% | +26.0% |
| 5Y | +15.2% | +48.1% | -32.9% | -9.1% |
| 10Y | +291.2% | +147.1% | +144.1% | +133.3% |
| All | +896.8% | +164.4% | +732.5% | +464.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling