-65.5%
NEO price history and return analytics
+66.2%
-131.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.9% |
| 7D | +0.6% | +1.0% | -0.4% | -1.2% |
| 30D | +6.0% | -0.2% | +6.2% | +6.5% |
| 3M | +60.4% | +4.5% | +55.8% | +47.7% |
| 6M | +96.0% | +14.1% | +81.9% | +54.5% |
| YTD | +49.3% | +14.8% | +34.6% | +15.8% |
| 1Y | +121.4% | +21.2% | +100.2% | +55.1% |
| 3Y | +29.2% | +76.6% | -47.4% | -55.3% |
| 5Y | -65.5% | +66.6% | -132.1% | -86.7% |
| All | -65.5% | +66.2% | -131.7% | -86.7% |
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 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