-19.1%
NEHI vs VT
+15.6%
-34.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +1.3% |
| 7D | +3.2% | -1.1% | +4.3% | +5.4% |
| 30D | +26.6% | -1.0% | +27.6% | +28.9% |
| 3M | +38.2% | +3.2% | +35.0% | +30.1% |
| 6M | +16.1% | +12.5% | +3.6% | -6.0% |
| YTD | -16.6% | +14.1% | -30.7% | -33.0% |
| All | -19.1% | +15.6% | -34.7% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling