+117.3%
NE price history and return analytics
+70.8%
+46.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -4.5% | -0.1% | -4.3% | -4.4% |
| 30D | +5.5% | -0.7% | +6.2% | +6.2% |
| 3M | +1.4% | +4.0% | -2.6% | -3.6% |
| 6M | +2.1% | +12.3% | -10.1% | -11.8% |
| YTD | +66.3% | +14.0% | +52.2% | +41.3% |
| 1Y | +59.2% | +20.3% | +38.9% | +27.2% |
| 3Y | +3.9% | +75.4% | -71.6% | -43.2% |
| 5Y | +99.3% | +66.0% | +33.3% | +15.6% |
| All | +117.3% | +70.8% | +46.5% | +20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling