-9.3%
NEU vs VT
+12.5%
-21.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.8% |
| 7D | -7.2% | -0.1% | -7.1% | -7.1% |
| 30D | -22.2% | -3.1% | -19.1% | -20.6% |
| 3M | -23.3% | -3.5% | -19.8% | -21.5% |
| 6M | +2.2% | +0.5% | +1.8% | +1.6% |
| YTD | +2.4% | +10.8% | -8.4% | -4.5% |
| 1Y | -9.3% | +11.9% | -21.2% | -16.2% |
| All | -9.3% | +12.5% | -21.7% | -16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling