+2,444.8%
NHTC vs VOO
+817.1%
+1,627.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -1.2% | +0.1% | -1.3% | -1.3% |
| 3M | -35.1% | +2.0% | -37.1% | -35.6% |
| 6M | -48.7% | +13.0% | -61.7% | -51.5% |
| YTD | -45.4% | +13.6% | -59.0% | -48.6% |
| 1Y | -60.1% | +20.1% | -80.2% | -63.3% |
| 3Y | -56.8% | +77.6% | -134.3% | -67.6% |
| 5Y | -56.3% | +82.4% | -138.8% | -68.1% |
| 10Y | -84.1% | +316.8% | -400.9% | -92.1% |
| All | +2,444.8% | +817.1% | +1,627.7% | +1,080.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling