+196.3%
NEOG vs VT
+346.0%
-149.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -0.5% | -2.3% | +1.8% | +1.6% |
| 30D | +0.7% | -5.0% | +5.6% | +5.1% |
| 3M | +4.1% | -4.9% | +8.9% | +8.6% |
| 6M | +28.1% | -1.5% | +29.6% | +30.2% |
| YTD | +68.2% | +8.5% | +59.8% | +58.5% |
| 1Y | +96.7% | +11.4% | +85.3% | +81.5% |
| 3Y | -25.7% | +70.1% | -95.7% | -52.5% |
| 5Y | -74.1% | +53.7% | -127.8% | -81.9% |
| 10Y | -40.6% | +220.0% | -260.5% | -76.3% |
| All | +196.3% | +346.0% | -149.7% | -5.5% |
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