+219.3%
NHC vs VT
+69.4%
+150.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +0.2% |
| 7D | -2.1% | -4.2% | +2.0% | +0.3% |
| 30D | -9.0% | -5.8% | -3.2% | -5.8% |
| 3M | -6.0% | -5.2% | -0.7% | -3.1% |
| 6M | +25.1% | +0.1% | +24.9% | +23.8% |
| YTD | +53.0% | +8.2% | +44.8% | +43.2% |
| 1Y | +68.7% | +10.1% | +58.5% | +55.8% |
| All | +219.3% | +69.4% | +150.0% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling