-14.0%
NHS vs VT
+57.4%
-71.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | +0.1% |
| 7D | +2.4% | +0.4% | +2.0% | +2.1% |
| 30D | +5.8% | -2.6% | +8.4% | +7.2% |
| 3M | -2.6% | -3.2% | +0.6% | -1.1% |
| 6M | -4.0% | +0.9% | -4.9% | -4.6% |
| YTD | -12.3% | +11.3% | -23.6% | -17.3% |
| 1Y | -10.3% | +14.0% | -24.3% | -16.5% |
| 3Y | +17.6% | +75.8% | -58.2% | -15.0% |
| 5Y | -14.0% | +57.8% | -71.8% | -34.5% |
| All | -14.0% | +57.4% | -71.4% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling