+108.0%
NEOG vs VT
+20.4%
+87.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.2% |
| 7D | +0.9% | -0.1% | +1.1% | +1.1% |
| 30D | +4.6% | -0.7% | +5.2% | +5.7% |
| 3M | +28.3% | +4.0% | +24.3% | +20.7% |
| 6M | +22.9% | +12.3% | +10.6% | +2.5% |
| YTD | +70.5% | +14.0% | +56.5% | +37.4% |
| 1Y | +108.0% | +20.3% | +87.7% | +46.1% |
| All | +108.0% | +20.4% | +87.6% | +46.1% |
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