+1,641.9%
NEU vs VT
+374.2%
+1,267.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -3.2% | +0.4% | -3.7% | -3.7% |
| 30D | +0.4% | +1.0% | -0.6% | -0.6% |
| 3M | +11.8% | +2.4% | +9.4% | +9.2% |
| 6M | +39.8% | +12.0% | +27.8% | +25.4% |
| YTD | +29.9% | +15.3% | +14.6% | +13.5% |
| 1Y | +9.6% | +22.6% | -12.9% | -9.4% |
| 3Y | +97.6% | +74.7% | +22.9% | +16.3% |
| 5Y | +183.9% | +66.1% | +117.8% | +72.3% |
| 10Y | +142.9% | +225.0% | -82.1% | -30.0% |
| All | +1,641.9% | +374.2% | +1,267.7% | +210.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling