-1.0%
NCLH vs VIG
+19.5%
-20.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.1% | +4.7% | +0.9% |
| 7D | +15.8% | +2.7% | +13.1% | +8.1% |
| 30D | +25.1% | +7.0% | +18.1% | +5.1% |
| 3M | -7.3% | +4.0% | -11.3% | -15.9% |
| 6M | +8.1% | +12.3% | -4.1% | -20.2% |
| YTD | -16.7% | +16.4% | -33.0% | -43.0% |
| 1Y | -1.0% | +19.2% | -20.2% | -34.9% |
| All | -1.0% | +19.5% | -20.5% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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