-44.0%
NEOV vs VT
+66.2%
-110.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.1% |
| 7D | +15.6% | +0.4% | +15.1% | +15.2% |
| 30D | +34.5% | +1.0% | +33.5% | +33.6% |
| 3M | +91.1% | +2.4% | +88.7% | +88.8% |
| 6M | +14.9% | +12.0% | +2.9% | +6.1% |
| YTD | +27.0% | +15.3% | +11.6% | +15.6% |
| 1Y | +10.3% | +22.6% | -12.3% | -3.2% |
| 3Y | +31.7% | +74.7% | -42.9% | +0.2% |
| All | -44.0% | +66.2% | -110.2% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling