-97.9%
NEUP vs VOO
+73.3%
-171.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.1% |
| 7D | -1.1% | +0.5% | -1.6% | -1.5% |
| 30D | -1.8% | -0.9% | -0.9% | -1.2% |
| 3M | -19.7% | +3.9% | -23.6% | -22.3% |
| 6M | -13.2% | +14.5% | -27.7% | -22.0% |
| YTD | -3.4% | +13.0% | -16.3% | -12.1% |
| 1Y | -71.1% | +19.4% | -90.6% | -74.8% |
| 3Y | -83.0% | +78.9% | -161.9% | -88.0% |
| All | -97.9% | +73.3% | -171.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling