-65.6%
NEO vs VOO
+81.6%
-147.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.3% |
| 7D | +1.5% | -0.4% | +1.9% | +2.0% |
| 30D | +6.2% | -1.4% | +7.6% | +8.7% |
| 3M | +54.4% | +3.7% | +50.7% | +45.0% |
| 6M | +98.0% | +13.0% | +84.9% | +62.5% |
| YTD | +50.2% | +12.4% | +37.7% | +23.9% |
| 1Y | +124.7% | +18.6% | +106.1% | +69.4% |
| 3Y | +29.9% | +78.1% | -48.1% | -51.5% |
| 5Y | -65.6% | +82.3% | -147.8% | -87.8% |
| All | -65.6% | +81.6% | -147.2% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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