+593.7%
NHI vs VT
+374.2%
+219.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -1.6% | +0.4% | -2.0% | -2.0% |
| 30D | -5.5% | +1.0% | -6.5% | -6.4% |
| 3M | +5.0% | +2.4% | +2.6% | +2.1% |
| 6M | -14.5% | +12.0% | -26.5% | -23.5% |
| YTD | -5.0% | +15.3% | -20.4% | -17.4% |
| 1Y | -3.8% | +22.6% | -26.4% | -21.0% |
| 3Y | +60.3% | +74.7% | -14.4% | -5.7% |
| 5Y | +54.0% | +66.1% | -12.1% | -7.2% |
| 10Y | +55.5% | +225.0% | -169.5% | -46.7% |
| All | +593.7% | +374.2% | +219.5% | +46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling