+96.8%
NE price history and return analytics
+66.2%
+30.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | -0.5% | +1.0% | -1.5% | -1.6% |
| 30D | +13.7% | -0.2% | +14.0% | +13.9% |
| 3M | -1.3% | +4.5% | -5.8% | -6.7% |
| 6M | +7.3% | +14.1% | -6.8% | -9.0% |
| YTD | +67.8% | +14.8% | +53.1% | +41.5% |
| 1Y | +60.7% | +21.2% | +39.5% | +27.1% |
| 3Y | +4.8% | +76.6% | -71.7% | -43.3% |
| 5Y | +96.8% | +66.6% | +30.2% | +15.0% |
| All | +96.8% | +66.2% | +30.6% | +15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling