+817.7%
NHC vs VOO
+800.4%
+17.2%
-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 | -0.4% | +2.6% | -3.0% | -2.4% |
| 30D | -11.3% | -2.0% | -9.3% | -10.1% |
| 3M | -5.1% | -2.8% | -2.4% | -3.3% |
| 6M | +7.5% | +2.2% | +5.3% | +5.0% |
| YTD | +53.2% | +11.5% | +41.7% | +39.6% |
| 1Y | +66.7% | +13.5% | +53.2% | +49.7% |
| 3Y | +205.9% | +78.1% | +127.8% | +91.0% |
| 5Y | +224.0% | +73.1% | +150.8% | +102.8% |
| 10Y | +304.9% | +310.7% | -5.8% | +3.1% |
| All | +817.7% | +800.4% | +17.2% | -23.4% |
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