-59.4%
NEO price history and return analytics
+57.4%
-116.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +0.1% |
| 7D | +6.7% | +0.4% | +6.4% | +6.0% |
| 30D | +7.6% | -2.6% | +10.2% | +12.7% |
| 3M | +6.2% | -3.2% | +9.5% | +12.3% |
| 6M | +96.4% | +0.9% | +95.5% | +91.8% |
| YTD | +49.7% | +11.3% | +38.4% | +22.1% |
| 1Y | +74.6% | +14.0% | +60.6% | +36.2% |
| 3Y | +12.0% | +75.8% | -63.9% | -61.3% |
| 5Y | -59.4% | +57.8% | -117.3% | -83.0% |
| All | -59.4% | +57.4% | -116.8% | -83.0% |
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