+90.1%
NHPAP vs VT
+134.3%
-44.2%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +8.7% | +4.5% | +4.2% | +6.6% |
| 30D | +8.7% | +4.5% | +4.2% | +6.6% |
| 3M | +14.9% | +2.4% | +12.6% | +13.6% |
| 6M | +36.3% | +12.0% | +24.3% | +29.0% |
| YTD | +41.0% | +15.3% | +25.7% | +31.4% |
| 1Y | +53.1% | +22.6% | +30.6% | +38.5% |
| 3Y | +116.0% | +74.7% | +41.3% | +61.8% |
| 5Y | +58.4% | +66.1% | -7.8% | +22.2% |
| All | +90.1% | +134.3% | -44.2% | -6.8% |
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