-77.4%
NHTC vs VT
+11.9%
-89.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.6% | -8.1% | -8.4% |
| 7D | -14.1% | +2.9% | -17.0% | -15.3% |
| 30D | -24.0% | -2.5% | -21.4% | -22.8% |
| 3M | -59.4% | -3.3% | -56.1% | -58.6% |
| 6M | -75.9% | +1.5% | -77.4% | -76.4% |
| YTD | -74.9% | +11.4% | -86.3% | -78.2% |
| 1Y | -77.4% | +11.9% | -89.3% | -80.5% |
| All | -77.4% | +11.9% | -89.2% | -80.5% |
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