-30.1%
NCLH vs VG
-44.6%
+14.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.4% | -0.6% |
| 7D | +0.2% | +14.0% | -13.7% | +0.4% |
| 30D | +20.8% | -1.0% | +21.8% | +20.8% |
| 3M | -8.1% | -2.7% | -5.4% | -8.1% |
| 6M | +11.8% | +1.5% | +10.3% | +11.4% |
| YTD | -19.5% | +93.7% | -113.2% | -29.5% |
| 1Y | -3.2% | +68.5% | -71.8% | -13.4% |
| All | -30.1% | -44.6% | +14.5% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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