+299.0%
NHC price history and return analytics
+221.8%
+77.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -0.4% | +2.4% | -2.8% | -1.9% |
| 30D | -11.3% | -1.5% | -9.8% | -10.6% |
| 3M | -5.1% | -4.1% | -1.0% | -2.8% |
| 6M | +7.5% | +0.6% | +6.9% | +6.4% |
| YTD | +53.2% | +11.0% | +42.2% | +42.0% |
| 1Y | +66.7% | +13.3% | +53.3% | +52.3% |
| 3Y | +205.9% | +73.4% | +132.5% | +112.0% |
| 5Y | +224.0% | +57.4% | +166.5% | +137.5% |
| All | +299.0% | +221.8% | +77.2% | +65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling