+862.1%
NHC vs VOO
+817.1%
+45.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -1.3% | +0.1% | -1.3% | -1.4% |
| 3M | +16.7% | +2.0% | +14.7% | +14.4% |
| 6M | +27.4% | +13.0% | +14.4% | +15.3% |
| YTD | +60.6% | +13.6% | +47.1% | +44.6% |
| 1Y | +93.1% | +20.1% | +73.1% | +66.2% |
| 3Y | +247.9% | +77.6% | +170.3% | +118.1% |
| 5Y | +244.2% | +82.4% | +161.8% | +106.5% |
| 10Y | +337.4% | +316.8% | +20.6% | +10.5% |
| All | +862.1% | +817.1% | +45.0% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling