-41.4%
NCLH vs VGT
+136.3%
-177.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +0.4% |
| 7D | -4.8% | -0.2% | -4.7% | -4.6% |
| 30D | -21.7% | -0.4% | -21.2% | -21.4% |
| 3M | -22.2% | +4.4% | -26.7% | -27.3% |
| 6M | -27.5% | +32.1% | -59.6% | -48.8% |
| YTD | -33.6% | +28.8% | -62.4% | -51.8% |
| 1Y | -45.0% | +35.3% | -80.3% | -62.7% |
| 3Y | -11.0% | +124.8% | -135.8% | -68.5% |
| All | -41.4% | +136.3% | -177.7% | -80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling