-54.1%
NHTC vs VOO
+82.3%
-136.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.8% |
| 7D | +1.2% | +0.5% | +0.7% | +1.0% |
| 30D | -5.2% | -0.9% | -4.3% | -4.8% |
| 3M | -28.8% | +3.9% | -32.7% | -30.0% |
| 6M | -47.2% | +14.5% | -61.8% | -50.2% |
| YTD | -44.0% | +13.0% | -57.0% | -46.9% |
| 1Y | -60.5% | +19.4% | -79.9% | -63.3% |
| 3Y | -54.2% | +78.9% | -133.0% | -65.2% |
| 5Y | -54.1% | +82.3% | -136.4% | -66.8% |
| All | -54.1% | +82.3% | -136.4% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling