-1.0%
NCLH vs VEU
+17.0%
-18.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.0% | +4.8% | +4.0% |
| 7D | +15.8% | +0.2% | +15.6% | +15.6% |
| 30D | +25.1% | -2.1% | +27.2% | +29.0% |
| 3M | -7.3% | -2.7% | -4.6% | -3.6% |
| 6M | +8.1% | +3.2% | +4.9% | +0.7% |
| YTD | -16.7% | +12.6% | -29.2% | -31.7% |
| 1Y | -1.0% | +17.1% | -18.1% | -23.5% |
| All | -1.0% | +17.0% | -18.0% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling