+223.6%
NHS price history and return analytics
+357.8%
-134.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | -0.2% | +2.9% | -3.1% | -1.7% |
| 30D | +3.1% | -2.5% | +5.6% | +4.4% |
| 3M | -5.3% | -3.3% | -1.9% | -3.6% |
| 6M | -6.8% | +1.5% | -8.3% | -7.7% |
| YTD | -15.1% | +11.4% | -26.4% | -20.3% |
| 1Y | -13.6% | +11.9% | -25.5% | -19.2% |
| 3Y | +13.7% | +73.9% | -60.1% | -17.5% |
| 5Y | -17.9% | +57.9% | -75.8% | -37.6% |
| 10Y | +51.6% | +222.6% | -171.1% | -24.1% |
| All | +223.6% | +357.8% | -134.2% | +33.2% |
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