+297.4%
NHI vs VOO
+810.0%
-512.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.5% |
| 7D | -0.8% | -0.8% | 0.0% | -0.2% |
| 30D | -0.6% | -1.1% | +0.5% | +0.2% |
| 3M | -1.1% | +3.9% | -5.0% | -4.5% |
| 6M | -15.5% | +13.6% | -29.2% | -24.7% |
| YTD | -5.8% | +12.7% | -18.5% | -15.6% |
| 1Y | -6.8% | +17.6% | -24.4% | -19.8% |
| 3Y | +62.1% | +77.3% | -15.2% | -4.8% |
| 5Y | +60.5% | +84.1% | -23.6% | -11.5% |
| 10Y | +60.8% | +323.5% | -262.8% | -57.2% |
| All | +297.4% | +810.0% | -512.6% | -53.2% |
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