+94.9%
NHPBP vs VT
+76.6%
+18.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -0.2% | +1.0% | -1.2% | -0.6% |
| 30D | +0.3% | -0.2% | +0.6% | +0.4% |
| 3M | +16.1% | +4.5% | +11.6% | +13.8% |
| 6M | +38.8% | +14.1% | +24.7% | +30.8% |
| YTD | +47.0% | +14.8% | +32.2% | +38.0% |
| 1Y | +55.4% | +21.2% | +34.2% | +41.8% |
| 3Y | +94.9% | +76.6% | +18.3% | +34.3% |
| All | +94.9% | +76.6% | +18.3% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling