-91.4%
NHTC vs VOO
+309.2%
-400.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -16.9% | -0.6% | -16.3% | -16.8% |
| 30D | -20.4% | -3.6% | -16.8% | -19.1% |
| 3M | -57.7% | -2.7% | -55.0% | -57.3% |
| 6M | -75.4% | +2.2% | -77.6% | -75.7% |
| YTD | -74.6% | +10.9% | -85.5% | -76.0% |
| 1Y | -75.9% | +11.3% | -87.3% | -77.3% |
| 3Y | -80.5% | +76.9% | -157.4% | -85.7% |
| 5Y | -82.2% | +73.5% | -155.7% | -87.0% |
| All | -91.4% | +309.2% | -400.6% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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