+53.2%
NEOG vs VOO
+807.8%
-754.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.7% |
| 7D | +0.9% | -0.4% | +1.3% | +1.2% |
| 30D | +4.6% | -1.4% | +5.9% | +6.0% |
| 3M | +28.3% | +3.7% | +24.6% | +23.9% |
| 6M | +22.9% | +13.0% | +9.8% | +9.4% |
| YTD | +70.5% | +12.4% | +58.1% | +52.7% |
| 1Y | +108.0% | +18.6% | +89.4% | +77.6% |
| 3Y | -38.9% | +78.1% | -117.0% | -66.7% |
| 5Y | -72.1% | +82.3% | -154.4% | -85.2% |
| 10Y | -43.6% | +322.5% | -366.2% | -88.0% |
| All | +53.2% | +807.8% | -754.6% | -87.1% |
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