+23.8%
NEA vs VT
+74.5%
-50.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -2.0% | +2.9% | -4.9% | -2.8% |
| 30D | +3.0% | -2.5% | +5.5% | +3.7% |
| 3M | -8.7% | -3.3% | -5.4% | -7.9% |
| 6M | -9.0% | +1.5% | -10.6% | -9.5% |
| YTD | -7.2% | +11.4% | -18.6% | -10.1% |
| 1Y | -5.8% | +11.9% | -17.7% | -8.9% |
| All | +23.8% | +74.5% | -50.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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