-97.9%
NEUP price history and return analytics
+62.9%
-160.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.2% |
| 7D | -0.8% | -2.0% | +1.2% | +1.0% |
| 30D | -2.1% | -1.4% | -0.7% | -0.9% |
| 3M | -15.6% | +4.7% | -20.3% | -19.6% |
| 6M | -19.8% | +11.4% | -31.1% | -27.6% |
| YTD | -3.9% | +13.1% | -16.9% | -14.5% |
| 1Y | -73.2% | +19.0% | -92.2% | -77.1% |
| 3Y | -83.1% | +73.9% | -157.1% | -88.6% |
| All | -97.9% | +62.9% | -160.8% | -98.5% |
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 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