+57.8%
NHI vs VT
+65.7%
-7.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | -5.3% | -0.7% | -4.7% | -5.1% |
| 3M | -0.6% | +4.0% | -4.6% | -2.4% |
| 6M | -16.1% | +12.3% | -28.4% | -20.8% |
| YTD | -5.9% | +14.0% | -20.0% | -12.1% |
| 1Y | -6.3% | +20.3% | -26.6% | -14.9% |
| 3Y | +62.6% | +75.4% | -12.9% | +19.1% |
| 5Y | +57.8% | +66.0% | -8.2% | +14.6% |
| All | +57.8% | +65.7% | -7.9% | +14.6% |
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