+98.0%
NHC vs VOO
+18.2%
+79.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | +2.7% | -0.8% | +3.4% | +2.9% |
| 30D | +1.3% | -1.1% | +2.3% | +1.6% |
| 3M | +14.9% | +3.9% | +11.0% | +13.0% |
| 6M | +44.6% | +13.6% | +31.0% | +37.3% |
| YTD | +64.9% | +12.7% | +52.2% | +56.8% |
| 1Y | +98.0% | +17.6% | +80.4% | +75.8% |
| All | +98.0% | +18.2% | +79.8% | +75.8% |
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