+149.1%
NBHC price history and return analytics
+337.2%
-188.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.7% |
| 7D | -2.7% | -0.7% | -2.0% | -2.2% |
| 30D | -2.3% | -1.7% | -0.5% | -1.0% |
| 3M | -13.2% | -2.3% | -10.9% | -11.8% |
| 6M | -10.0% | +1.5% | -11.5% | -11.9% |
| YTD | +0.1% | +12.0% | -11.9% | -10.3% |
| 1Y | +3.1% | +12.9% | -9.8% | -8.3% |
| 3Y | +28.0% | +74.9% | -46.9% | -22.0% |
| 5Y | -6.5% | +59.9% | -66.5% | -38.6% |
| 10Y | +80.0% | +224.6% | -144.6% | -30.0% |
| All | +149.1% | +337.2% | -188.1% | -10.3% |
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