+124.1%
NHTC price history and return analytics
+346.0%
-221.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.2% | -9.6% | -9.5% |
| 7D | +2.7% | -2.3% | +5.0% | +3.7% |
| 30D | -21.4% | -5.0% | -16.5% | -19.6% |
| 3M | -54.4% | -4.9% | -49.6% | -53.5% |
| 6M | -74.4% | -1.5% | -72.8% | -74.2% |
| YTD | -73.6% | +8.5% | -82.0% | -74.7% |
| 1Y | -65.8% | +11.4% | -77.2% | -67.7% |
| 3Y | -80.4% | +70.1% | -150.5% | -85.2% |
| 5Y | -81.1% | +53.7% | -134.9% | -85.1% |
| 10Y | -88.7% | +220.0% | -308.6% | -93.8% |
| All | +124.1% | +346.0% | -221.9% | +34.0% |
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