+88.9%
NEO price history and return analytics
+224.4%
-135.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -2.4% |
| 7D | -1.9% | -0.7% | -1.2% | -0.9% |
| 30D | +3.9% | -1.7% | +5.6% | +6.6% |
| 3M | +1.8% | -2.3% | +4.1% | +5.2% |
| 6M | +94.3% | +1.5% | +92.8% | +89.6% |
| YTD | +43.1% | +12.0% | +31.1% | +21.2% |
| 1Y | +61.5% | +12.9% | +48.6% | +35.2% |
| 3Y | +6.8% | +74.9% | -68.2% | -50.8% |
| 5Y | -60.4% | +59.9% | -120.3% | -78.7% |
| 10Y | +88.9% | +224.6% | -135.7% | -50.2% |
| All | +88.9% | +224.4% | -135.5% | -50.2% |
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