-21.4%
NEHI vs VT
+15.5%
-36.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.9% |
| 7D | +3.1% | -0.1% | +3.2% | +3.4% |
| 30D | +23.2% | -0.7% | +23.8% | +24.6% |
| 3M | +36.3% | +4.0% | +32.3% | +26.2% |
| 6M | +15.2% | +12.3% | +2.9% | -6.3% |
| YTD | -19.0% | +14.0% | -33.0% | -34.8% |
| All | -21.4% | +15.5% | -36.9% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling