+226.7%
NHC vs VOO
+75.1%
+151.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.2% |
| 7D | -1.0% | -0.9% | 0.0% | -0.5% |
| 30D | -8.5% | -2.3% | -6.1% | -7.4% |
| 3M | -2.6% | -1.2% | -1.5% | -2.2% |
| 6M | +11.6% | +3.3% | +8.2% | +9.2% |
| YTD | +55.0% | +12.3% | +42.7% | +45.0% |
| 1Y | +61.5% | +12.5% | +49.0% | +50.9% |
| 3Y | +211.6% | +79.2% | +132.4% | +130.9% |
| 5Y | +226.7% | +75.7% | +151.0% | +144.1% |
| All | +226.7% | +75.1% | +151.6% | +144.1% |
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