+210.3%
NHC vs VT
+53.2%
+157.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -0.1% |
| 7D | -2.1% | -4.2% | +2.0% | +0.1% |
| 30D | -9.0% | -5.8% | -3.2% | -6.2% |
| 3M | -6.0% | -5.2% | -0.7% | -3.4% |
| 6M | +25.1% | +0.1% | +24.9% | +24.3% |
| YTD | +53.0% | +8.2% | +44.8% | +45.4% |
| 1Y | +68.7% | +10.1% | +58.5% | +58.7% |
| 3Y | +211.3% | +69.7% | +141.6% | +135.6% |
| 5Y | +210.3% | +53.4% | +156.9% | +150.3% |
| All | +210.3% | +53.2% | +157.1% | +150.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling