+984.6%
NEU vs VOO
+812.0%
+172.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.5% |
| 7D | -3.9% | +0.5% | -4.5% | -4.3% |
| 30D | -2.5% | -0.9% | -1.5% | -1.8% |
| 3M | +8.4% | +3.9% | +4.6% | +5.3% |
| 6M | +36.5% | +14.5% | +21.9% | +22.9% |
| YTD | +27.4% | +13.0% | +14.4% | +16.0% |
| 1Y | +6.3% | +19.4% | -13.2% | -7.3% |
| 3Y | +100.7% | +78.9% | +21.8% | +26.7% |
| 5Y | +177.0% | +82.3% | +94.7% | +70.0% |
| 10Y | +142.7% | +314.2% | -171.5% | -35.9% |
| All | +984.6% | +812.0% | +172.7% | -5.3% |
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 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