+179.7%
NEU price history and return analytics
+65.7%
+114.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -5.1% | -0.1% | -5.0% | -5.1% |
| 30D | -5.2% | -0.7% | -4.6% | -4.8% |
| 3M | +5.3% | +4.0% | +1.3% | +2.6% |
| 6M | +40.1% | +12.3% | +27.9% | +29.7% |
| YTD | +26.6% | +14.0% | +12.6% | +16.0% |
| 1Y | +6.4% | +20.3% | -13.9% | -5.9% |
| 3Y | +99.5% | +75.4% | +24.0% | +37.1% |
| 5Y | +179.7% | +66.0% | +113.7% | +96.3% |
| All | +179.7% | +65.7% | +114.0% | +96.3% |
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