+93.1%
NHC vs VOO
+20.9%
+72.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -1.3% | +0.1% | -1.3% | -1.3% |
| 3M | +16.7% | +2.0% | +14.7% | +15.7% |
| 6M | +27.4% | +13.0% | +14.4% | +21.4% |
| YTD | +60.6% | +13.6% | +47.1% | +52.3% |
| 1Y | +93.1% | +20.1% | +73.1% | +66.8% |
| All | +93.1% | +20.9% | +72.2% | +66.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling