+57.6%
NHPAP vs VT
+66.2%
-8.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +8.7% | +4.5% | +4.2% | +7.8% |
| 30D | +8.7% | +4.5% | +4.2% | +7.8% |
| 3M | +14.9% | +2.4% | +12.6% | +14.4% |
| 6M | +36.3% | +12.0% | +24.3% | +33.5% |
| YTD | +41.0% | +15.3% | +25.7% | +37.3% |
| 1Y | +53.1% | +22.6% | +30.6% | +47.5% |
| 3Y | +116.0% | +74.7% | +41.3% | +96.4% |
| All | +57.6% | +66.2% | -8.6% | +45.4% |
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