+1,470.6%
NEO vs VOO
+800.4%
+670.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.8% | -2.7% |
| 7D | -4.9% | +2.6% | -7.4% | -7.6% |
| 30D | -5.1% | -2.0% | -3.1% | -2.7% |
| 3M | -2.3% | -2.8% | +0.5% | +1.0% |
| 6M | +93.9% | +2.2% | +91.8% | +89.1% |
| YTD | +36.2% | +11.5% | +24.7% | +20.1% |
| 1Y | +60.0% | +13.5% | +46.5% | +38.2% |
| 3Y | -0.4% | +78.1% | -78.5% | -48.0% |
| 5Y | -61.8% | +73.1% | -134.9% | -78.6% |
| 10Y | +79.8% | +310.7% | -230.9% | -52.6% |
| All | +1,470.6% | +800.4% | +670.1% | +137.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling