+120.4%
NBHC vs VOO
+321.7%
-201.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | -0.7% | -2.0% | +1.3% | +1.1% |
| 30D | -3.0% | -1.7% | -1.3% | -1.6% |
| 3M | -2.3% | +4.7% | -7.1% | -6.5% |
| 6M | +6.6% | +12.6% | -6.0% | -4.6% |
| YTD | +11.9% | +11.8% | +0.2% | +0.9% |
| 1Y | +11.4% | +17.5% | -6.2% | -4.1% |
| 3Y | +49.0% | +77.0% | -28.0% | -10.9% |
| 5Y | +33.1% | +82.6% | -49.5% | -23.1% |
| All | +120.4% | +321.7% | -201.3% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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