-39.2%
NCLH vs VGT
+40.8%
-79.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.3% |
| 7D | -6.5% | +1.0% | -7.5% | -7.1% |
| 30D | -23.3% | +1.3% | -24.6% | -23.9% |
| 3M | -18.6% | -1.1% | -17.5% | -17.5% |
| 6M | -26.2% | +32.6% | -58.9% | -44.1% |
| YTD | -30.2% | +29.0% | -59.2% | -46.6% |
| 1Y | -39.2% | +39.7% | -78.9% | -51.9% |
| All | -39.2% | +40.8% | -79.9% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling