+115.6%
NEO price history and return analytics
+222.7%
-107.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.5% |
| 7D | +1.5% | -0.1% | +1.6% | +1.7% |
| 30D | +6.2% | -0.7% | +6.9% | +7.3% |
| 3M | +54.4% | +4.0% | +50.4% | +45.7% |
| 6M | +98.0% | +12.3% | +85.7% | +68.0% |
| YTD | +50.2% | +14.0% | +36.1% | +24.2% |
| 1Y | +124.7% | +20.3% | +104.4% | +72.3% |
| 3Y | +29.9% | +75.4% | -45.5% | -40.0% |
| 5Y | -65.6% | +66.0% | -131.5% | -82.2% |
| 10Y | +115.6% | +228.2% | -112.6% | -43.7% |
| All | +115.6% | +222.7% | -107.0% | -43.7% |
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