+109.4%
NHS vs VOO
+803.9%
-694.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.2% | +3.3% | -3.5% | -1.7% |
| 30D | +3.1% | -2.7% | +5.7% | +4.3% |
| 3M | -5.3% | -1.7% | -3.5% | -4.6% |
| 6M | -6.8% | +3.1% | -9.9% | -8.2% |
| YTD | -15.1% | +11.9% | -27.0% | -19.7% |
| 1Y | -13.6% | +12.1% | -25.7% | -18.4% |
| 3Y | +13.7% | +78.6% | -64.8% | -15.1% |
| 5Y | -17.9% | +73.8% | -91.7% | -38.5% |
| 10Y | +51.6% | +312.3% | -260.7% | -24.7% |
| All | +109.4% | +803.9% | -694.5% | -24.6% |
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