+192.2%
NEU vs VOO
+80.3%
+111.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.5% |
| 7D | -2.2% | -2.0% | -0.2% | -1.0% |
| 30D | -4.0% | -1.7% | -2.3% | -3.0% |
| 3M | +7.3% | +4.7% | +2.5% | +4.3% |
| 6M | +42.6% | +12.6% | +30.0% | +32.5% |
| YTD | +29.3% | +11.8% | +17.5% | +20.8% |
| 1Y | +7.0% | +17.5% | -10.5% | -3.1% |
| 3Y | +103.7% | +77.0% | +26.7% | +42.6% |
| 5Y | +192.2% | +82.6% | +109.6% | +99.4% |
| All | +192.2% | +80.3% | +111.9% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling