+234.2%
NHS price history and return analytics
+357.6%
-123.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | 0.0% |
| 7D | +2.4% | +0.4% | +2.0% | +2.1% |
| 30D | +5.8% | -2.6% | +8.4% | +7.3% |
| 3M | -2.6% | -3.2% | +0.6% | -1.0% |
| 6M | -4.0% | +0.9% | -4.9% | -4.7% |
| YTD | -12.3% | +11.3% | -23.6% | -17.6% |
| 1Y | -10.3% | +14.0% | -24.3% | -16.9% |
| 3Y | +17.6% | +75.8% | -58.2% | -15.2% |
| 5Y | -14.0% | +57.8% | -71.8% | -34.6% |
| 10Y | +51.3% | +219.8% | -168.5% | -23.9% |
| All | +234.2% | +357.6% | -123.4% | +37.6% |
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