-58.5%
NTHI vs VT
+38.8%
-97.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +7.2% | +0.4% | +6.8% | +7.3% |
| 30D | +43.7% | +1.0% | +42.7% | +43.7% |
| 3M | +10.2% | +2.4% | +7.8% | +10.3% |
| 6M | -47.8% | +12.0% | -59.8% | -47.7% |
| YTD | -39.2% | +15.3% | -54.5% | -38.3% |
| 1Y | -32.7% | +22.6% | -55.2% | -28.3% |
| All | -58.5% | +38.8% | -97.3% | -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