+1,603.9%
NEO vs VOO
+817.1%
+786.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | 0.0% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | +10.5% | +0.1% | +10.4% | +10.6% |
| 3M | +53.7% | +2.0% | +51.7% | +49.9% |
| 6M | +91.0% | +13.0% | +78.0% | +66.0% |
| YTD | +47.8% | +13.6% | +34.2% | +27.6% |
| 1Y | +115.6% | +20.1% | +95.6% | +74.4% |
| 3Y | +14.6% | +77.6% | -63.0% | -39.9% |
| 5Y | -66.2% | +82.4% | -148.6% | -82.0% |
| 10Y | +117.2% | +316.8% | -199.6% | -43.8% |
| All | +1,603.9% | +817.1% | +786.8% | +152.2% |
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