+127.0%
NEU vs VT
+58.5%
+68.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.1% |
| 7D | +1.4% | +2.9% | -1.5% | -0.5% |
| 30D | -21.8% | -2.5% | -19.3% | -20.5% |
| 3M | -24.5% | -3.3% | -21.2% | -22.9% |
| 6M | +3.1% | +1.5% | +1.6% | +1.9% |
| YTD | +3.5% | +11.4% | -7.8% | -3.8% |
| 1Y | -9.2% | +11.9% | -21.1% | -15.9% |
| 3Y | +48.0% | +73.9% | -25.9% | +1.9% |
| 5Y | +127.0% | +57.9% | +69.1% | +64.4% |
| All | +127.0% | +58.5% | +68.4% | +64.4% |
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