+203.1%
NEOV vs VOO
+182.4%
+20.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +3.4% | -0.4% | +3.8% | +3.7% |
| 30D | +40.6% | -1.4% | +42.0% | +42.1% |
| 3M | +97.5% | +3.7% | +93.8% | +93.6% |
| 6M | +7.7% | +13.0% | -5.3% | 0.0% |
| YTD | +28.6% | +12.4% | +16.2% | +20.5% |
| 1Y | -6.5% | +18.6% | -25.1% | -14.7% |
| 3Y | +29.5% | +78.1% | -48.6% | +3.9% |
| 5Y | -43.7% | +82.3% | -126.0% | -54.6% |
| All | +203.1% | +182.4% | +20.7% | +108.1% |
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