+12.7%
NEOV vs VOO
+75.9%
-63.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.1% |
| 7D | -3.9% | -2.0% | -1.9% | -0.6% |
| 30D | +13.3% | -1.7% | +14.9% | +16.8% |
| 3M | +89.2% | +4.7% | +84.4% | +77.5% |
| 6M | -1.1% | +12.6% | -13.6% | -16.9% |
| YTD | +20.7% | +11.8% | +9.0% | +3.7% |
| 1Y | -18.6% | +17.5% | -36.2% | -34.6% |
| All | +12.7% | +75.9% | -63.2% | -41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling