-60.0%
NTHI vs VT
+34.1%
-94.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.3% |
| 7D | +51.6% | +2.9% | +48.7% | +51.2% |
| 30D | +86.9% | -2.5% | +89.4% | +86.9% |
| 3M | +40.2% | -3.3% | +43.5% | +40.0% |
| 6M | -12.0% | +1.5% | -13.5% | -11.9% |
| YTD | -41.4% | +11.4% | -52.7% | -40.6% |
| 1Y | -59.0% | +11.9% | -70.9% | -59.4% |
| All | -60.0% | +34.1% | -94.0% | -43.9% |
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