-83.2%
NEUP price history and return analytics
+75.3%
-158.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.3% |
| 7D | -1.1% | +1.0% | -2.1% | -2.7% |
| 30D | -1.8% | -0.2% | -1.6% | -1.7% |
| 3M | -19.7% | +4.5% | -24.2% | -26.4% |
| 6M | -13.2% | +14.1% | -27.3% | -32.1% |
| YTD | -3.4% | +14.8% | -18.1% | -25.7% |
| 1Y | -71.1% | +21.2% | -92.3% | -79.9% |
| All | -83.2% | +75.3% | -158.5% | -93.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling