+48.9%
NHS price history and return analytics
+229.8%
-180.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.0% |
| 7D | -1.3% | -1.1% | -0.2% | -0.7% |
| 30D | -2.2% | -1.0% | -1.2% | -1.6% |
| 3M | -3.4% | +3.2% | -6.6% | -5.2% |
| 6M | -14.2% | +12.5% | -26.7% | -20.0% |
| YTD | -12.3% | +14.1% | -26.3% | -18.8% |
| 1Y | -9.9% | +18.9% | -28.9% | -18.7% |
| 3Y | +17.2% | +74.1% | -56.9% | -16.3% |
| 5Y | -10.4% | +66.9% | -77.3% | -34.9% |
| All | +48.9% | +229.8% | -180.9% | -33.4% |
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