+119.2%
NHS vs VOO
+817.1%
-697.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -0.8% | +0.1% | -0.9% | -0.9% |
| 3M | -3.1% | +2.0% | -5.2% | -4.1% |
| 6M | -15.7% | +13.0% | -28.7% | -20.5% |
| YTD | -11.1% | +13.6% | -24.7% | -16.4% |
| 1Y | -7.1% | +20.1% | -27.2% | -15.1% |
| 3Y | +17.7% | +77.6% | -59.8% | -11.8% |
| 5Y | -7.4% | +82.4% | -89.9% | -32.2% |
| 10Y | +48.4% | +316.8% | -268.5% | -26.6% |
| All | +119.2% | +817.1% | -697.9% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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