-30.2%
NCLH vs VG
-51.4%
+21.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +2.0% | -22.0% | +24.0% | +1.8% |
| 30D | +19.1% | -11.6% | +30.7% | +18.9% |
| 3M | -7.5% | -14.9% | +7.4% | -7.6% |
| 6M | +1.0% | -3.5% | +4.5% | 0.0% |
| YTD | -19.7% | +70.0% | -89.7% | -29.8% |
| 1Y | -1.8% | +50.0% | -51.7% | -12.7% |
| All | -30.2% | -51.4% | +21.1% | -38.8% |
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