-97.9%
NEUP price history and return analytics
+64.3%
-162.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | -2.8% | -0.7% | -2.2% | -2.4% |
| 3M | -19.5% | +4.0% | -23.5% | -22.7% |
| 6M | -17.4% | +12.3% | -29.7% | -26.0% |
| YTD | -3.4% | +14.0% | -17.4% | -14.7% |
| 1Y | -75.2% | +20.3% | -95.5% | -79.0% |
| 3Y | -83.0% | +75.4% | -158.5% | -88.6% |
| All | -97.9% | +64.3% | -162.2% | -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 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