-58.0%
NCLH vs VEU
+155.0%
-212.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | -0.3% |
| 7D | -4.8% | -1.4% | -3.4% | -2.2% |
| 30D | -21.7% | -0.4% | -21.2% | -21.0% |
| 3M | -22.2% | +2.5% | -24.8% | -27.0% |
| 6M | -27.5% | +11.1% | -38.7% | -41.3% |
| YTD | -33.6% | +16.5% | -50.1% | -50.8% |
| 1Y | -45.0% | +22.9% | -67.9% | -63.2% |
| 3Y | -11.0% | +73.4% | -84.5% | -69.7% |
| 5Y | -39.7% | +56.1% | -95.8% | -72.8% |
| All | -58.0% | +155.0% | -212.9% | -89.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling