+64.0%
NHPBP vs VT
+72.1%
-8.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +0.4% | +0.7% | -0.4% | +0.1% |
| 30D | +1.0% | -0.6% | +1.5% | +1.1% |
| 3M | +23.9% | +3.4% | +20.5% | +22.6% |
| 6M | +33.2% | +10.7% | +22.5% | +29.0% |
| YTD | +48.2% | +14.0% | +34.1% | +42.1% |
| 1Y | +57.3% | +20.0% | +37.4% | +48.4% |
| 3Y | +96.1% | +79.9% | +16.2% | +65.1% |
| 5Y | +60.1% | +71.8% | -11.7% | +32.6% |
| All | +64.0% | +72.1% | -8.1% | +35.5% |
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