+1,266.9%
NEU price history and return analytics
+357.6%
+909.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -2.7% |
| 7D | -8.5% | +0.4% | -8.9% | -8.9% |
| 30D | -22.5% | -2.6% | -19.9% | -20.7% |
| 3M | -21.9% | -3.2% | -18.7% | -19.8% |
| 6M | +1.8% | +0.9% | +0.8% | +0.6% |
| YTD | +1.9% | +11.3% | -9.4% | -8.2% |
| 1Y | -9.5% | +14.0% | -23.5% | -20.2% |
| 3Y | +46.9% | +75.8% | -29.0% | -14.2% |
| 5Y | +127.1% | +57.8% | +69.3% | +44.4% |
| 10Y | +109.4% | +219.8% | -110.4% | -39.1% |
| All | +1,266.9% | +357.6% | +909.3% | +151.4% |
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