+358.1%
NHC price history and return analytics
+226.9%
+131.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.5% |
| 7D | +1.5% | -2.0% | +3.5% | +2.8% |
| 30D | +3.8% | -1.4% | +5.2% | +4.7% |
| 3M | +17.6% | +4.7% | +12.9% | +13.9% |
| 6M | +43.7% | +11.4% | +32.4% | +33.4% |
| YTD | +65.3% | +13.1% | +52.2% | +51.5% |
| 1Y | +101.7% | +19.0% | +82.7% | +78.7% |
| 3Y | +257.2% | +73.9% | +183.2% | +147.0% |
| 5Y | +266.9% | +65.4% | +201.5% | +160.1% |
| All | +358.1% | +226.9% | +131.2% | +90.9% |
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