+111.3%
NHS vs VOO
+800.4%
-689.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | -0.9% | +2.6% | -3.5% | -2.1% |
| 30D | +5.4% | -2.0% | +7.3% | +6.3% |
| 3M | -4.9% | -2.8% | -2.1% | -3.7% |
| 6M | -6.2% | +2.2% | -8.4% | -7.3% |
| YTD | -14.3% | +11.5% | -25.8% | -18.8% |
| 1Y | -11.1% | +13.5% | -24.6% | -16.5% |
| 3Y | +15.2% | +78.1% | -62.9% | -13.8% |
| 5Y | -17.2% | +73.1% | -90.3% | -37.8% |
| 10Y | +53.0% | +310.7% | -257.8% | -23.9% |
| All | +111.3% | +800.4% | -689.1% | -23.8% |
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