+100.3%
NEOG vs VT
+13.3%
+87.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.3% |
| 7D | -3.0% | -1.6% | -1.4% | -0.7% |
| 30D | -0.4% | -2.5% | +2.1% | +3.1% |
| 3M | +1.7% | -1.3% | +3.0% | +3.4% |
| 6M | +27.0% | +3.1% | +23.9% | +20.4% |
| YTD | +73.1% | +10.9% | +62.2% | +46.2% |
| All | +100.3% | +13.3% | +87.1% | +61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling