+1,271.2%
NEU vs VT
+346.0%
+925.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | -11.4% | -2.3% | -9.1% | -9.5% |
| 30D | -23.4% | -5.0% | -18.4% | -19.8% |
| 3M | -22.0% | -4.9% | -17.1% | -18.5% |
| 6M | +1.5% | -1.5% | +3.1% | +2.7% |
| YTD | +2.3% | +8.5% | -6.2% | -5.6% |
| 1Y | -7.6% | +11.4% | -19.0% | -16.8% |
| 3Y | +48.5% | +70.1% | -21.5% | -10.5% |
| 5Y | +127.5% | +53.7% | +73.8% | +48.2% |
| 10Y | +114.4% | +220.0% | -105.5% | -38.0% |
| All | +1,271.2% | +346.0% | +925.2% | +158.3% |
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