-41.4%
NCLH vs VEU
+55.0%
-96.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | -0.1% |
| 7D | -4.8% | -1.4% | -3.4% | -2.4% |
| 30D | -21.7% | -0.4% | -21.2% | -21.0% |
| 3M | -22.2% | +2.5% | -24.8% | -26.5% |
| 6M | -27.5% | +11.1% | -38.7% | -40.3% |
| YTD | -33.6% | +16.5% | -50.1% | -49.6% |
| 1Y | -45.0% | +22.9% | -67.9% | -62.1% |
| 3Y | -11.0% | +73.4% | -84.5% | -67.7% |
| All | -41.4% | +55.0% | -96.4% | -72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling