+105.1%
NEU price history and return analytics
+221.8%
-116.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +2.1% | +2.4% | -0.2% | +0.7% |
| 30D | -20.3% | -1.5% | -18.8% | -19.6% |
| 3M | -24.9% | -4.1% | -20.8% | -23.1% |
| 6M | +3.4% | +0.6% | +2.8% | +2.9% |
| YTD | +4.5% | +11.0% | -6.6% | -2.2% |
| 1Y | -8.2% | +13.3% | -21.6% | -15.1% |
| 3Y | +48.8% | +73.4% | -24.6% | +6.3% |
| 5Y | +129.0% | +57.4% | +71.6% | +71.7% |
| All | +105.1% | +221.8% | -116.7% | -13.9% |
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