+66.6%
NEO price history and return analytics
+13.3%
+53.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.0% | +2.0% |
| 7D | -2.5% | -1.6% | -0.9% | -0.9% |
| 30D | -8.9% | -2.5% | -6.4% | -6.4% |
| 3M | +6.2% | -1.3% | +7.6% | +7.9% |
| 6M | +78.3% | +3.1% | +75.2% | +72.0% |
| YTD | +43.1% | +10.9% | +32.2% | +25.9% |
| All | +66.6% | +13.3% | +53.4% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling