+900.1%
NEE vs VXUS
+161.9%
+738.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | +2.3% | +0.5% | +1.8% | +2.0% |
| 30D | +11.5% | -2.5% | +14.0% | +12.8% |
| 3M | +2.6% | -4.6% | +7.3% | +5.0% |
| 6M | -6.0% | -2.6% | -3.3% | -5.2% |
| YTD | +9.8% | +10.4% | -0.6% | +3.1% |
| 1Y | +4.7% | +12.9% | -8.2% | -2.9% |
| 3Y | +71.0% | +68.4% | +2.6% | +27.1% |
| 5Y | +15.8% | +47.7% | -31.8% | -8.4% |
| 10Y | +287.3% | +142.2% | +145.1% | +133.1% |
| All | +900.1% | +161.9% | +738.2% | +469.1% |
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