+1,685.3%
NEO price history and return analytics
+355.4%
+1,329.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -3.3% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +3.7% | -3.1% | +6.8% | +6.1% |
| 3M | +2.0% | -3.5% | +5.5% | +4.6% |
| 6M | +89.3% | +0.5% | +88.8% | +89.0% |
| YTD | +44.2% | +10.8% | +33.4% | +35.2% |
| 1Y | +63.1% | +11.9% | +51.2% | +51.8% |
| 3Y | +7.6% | +73.0% | -65.4% | -22.3% |
| 5Y | -60.3% | +58.6% | -119.0% | -69.2% |
| 10Y | +101.2% | +219.2% | -118.0% | +24.2% |
| All | +1,685.3% | +355.4% | +1,329.8% | +1,159.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling