-70.1%
NTHI vs VOO
+34.5%
-104.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.5% | -10.6% | -11.2% |
| 7D | -27.0% | -0.4% | -26.7% | -27.1% |
| 30D | +3.4% | -1.4% | +4.8% | +3.1% |
| 3M | -18.1% | +3.7% | -21.8% | -17.7% |
| 6M | -62.8% | +13.0% | -75.8% | -62.0% |
| YTD | -56.2% | +12.4% | -68.7% | -55.4% |
| 1Y | -57.3% | +18.6% | -75.9% | -54.7% |
| All | -70.1% | +34.5% | -104.6% | -58.8% |
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