+141.5%
NHTC vs VT
+363.9%
-222.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.7% | -8.4% | -7.6% |
| 7D | -1.2% | -0.3% | -0.9% | -1.1% |
| 30D | -12.6% | -1.4% | -11.2% | -12.0% |
| 3M | -53.9% | -1.4% | -52.5% | -53.7% |
| 6M | -72.4% | +5.5% | -77.9% | -73.2% |
| YTD | -71.5% | +12.8% | -84.3% | -73.3% |
| 1Y | -78.8% | +15.4% | -94.2% | -80.3% |
| 3Y | -78.3% | +76.9% | -155.1% | -83.9% |
| 5Y | -79.2% | +60.4% | -139.6% | -83.9% |
| 10Y | -87.8% | +232.8% | -320.5% | -93.4% |
| All | +141.5% | +363.9% | -222.4% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling