-97.9%
NEUP vs VOO
+73.0%
-170.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | -1.1% | -0.8% | -0.3% | -0.5% |
| 30D | -2.1% | -1.1% | -1.0% | -1.4% |
| 3M | -16.9% | +3.9% | -20.8% | -19.7% |
| 6M | -21.3% | +13.6% | -34.9% | -28.9% |
| YTD | -3.9% | +12.7% | -16.6% | -12.5% |
| 1Y | -73.3% | +17.6% | -90.9% | -76.4% |
| 3Y | -83.3% | +77.3% | -160.6% | -88.1% |
| All | -97.9% | +73.0% | -170.9% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling