-45.2%
NEOG price history and return analytics
+229.8%
-274.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.8% |
| 7D | -0.4% | -1.1% | +0.7% | +0.6% |
| 30D | +2.8% | -1.0% | +3.8% | +3.8% |
| 3M | +27.4% | +3.2% | +24.2% | +23.8% |
| 6M | +19.5% | +12.5% | +7.0% | +7.2% |
| YTD | +68.5% | +14.1% | +54.5% | +49.3% |
| 1Y | +105.2% | +18.9% | +86.3% | +75.5% |
| 3Y | -40.6% | +74.1% | -114.7% | -65.8% |
| 5Y | -72.3% | +66.9% | -139.1% | -83.4% |
| All | -45.2% | +229.8% | -274.9% | -82.9% |
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