-12.5%
NCLH vs VEU
+72.0%
-84.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | 0.0% |
| 7D | -6.5% | -1.9% | -4.6% | -3.8% |
| 30D | -22.1% | -0.7% | -21.4% | -21.2% |
| 3M | -18.7% | +4.9% | -23.6% | -25.1% |
| 6M | -28.4% | +9.8% | -38.2% | -38.3% |
| YTD | -34.7% | +15.3% | -50.0% | -47.6% |
| 1Y | -42.7% | +23.0% | -65.7% | -58.2% |
| All | -12.5% | +72.0% | -84.5% | -61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling