+268.1%
NHC vs VOO
+81.6%
+186.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.1% |
| 7D | +4.6% | -0.4% | +4.9% | +4.7% |
| 30D | +2.8% | -1.4% | +4.2% | +3.5% |
| 3M | +18.7% | +3.7% | +14.9% | +16.1% |
| 6M | +42.6% | +13.0% | +29.6% | +33.2% |
| YTD | +67.0% | +12.4% | +54.5% | +56.2% |
| 1Y | +102.7% | +18.6% | +84.1% | +84.1% |
| 3Y | +260.9% | +78.1% | +182.8% | +167.7% |
| 5Y | +268.1% | +82.3% | +185.8% | +171.8% |
| All | +268.1% | +81.6% | +186.5% | +171.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling