+1,635.8%
NEO vs VT
+345.0%
+1,290.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.2% | -1.1% |
| 7D | -8.0% | -4.2% | -3.9% | -5.3% |
| 30D | -0.1% | -5.8% | +5.7% | +4.1% |
| 3M | +4.8% | -5.2% | +10.1% | +8.8% |
| 6M | +86.1% | +0.1% | +86.0% | +86.0% |
| YTD | +40.2% | +8.2% | +32.0% | +33.4% |
| 1Y | +58.1% | +10.1% | +48.0% | +48.7% |
| 3Y | +8.0% | +69.7% | -61.7% | -21.0% |
| 5Y | -60.1% | +53.4% | -113.5% | -68.5% |
| 10Y | +105.9% | +219.2% | -113.4% | +28.4% |
| All | +1,635.8% | +345.0% | +1,290.8% | +1,143.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling