-69.8%
NTHI vs VOO
+33.7%
-103.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.0% |
| 7D | -23.6% | -2.0% | -21.6% | -24.0% |
| 30D | -15.9% | -1.7% | -14.2% | -16.2% |
| 3M | -19.6% | +4.7% | -24.3% | -19.1% |
| 6M | -61.1% | +12.6% | -73.7% | -60.3% |
| YTD | -55.7% | +11.8% | -67.5% | -54.9% |
| 1Y | -63.1% | +17.5% | -80.7% | -61.1% |
| All | -69.8% | +33.7% | -103.5% | -58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling