-9.8%
NCLH vs VLTO
+25.1%
-34.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -2.9% |
| 7D | -4.6% | -2.6% | -2.1% | -2.8% |
| 30D | -19.9% | -2.5% | -17.5% | -18.6% |
| 3M | -22.0% | +10.1% | -32.1% | -27.1% |
| 6M | -28.3% | +1.0% | -29.3% | -28.8% |
| YTD | -33.5% | -4.8% | -28.7% | -31.0% |
| 1Y | -41.5% | -9.3% | -32.1% | -37.1% |
| All | -9.8% | +25.1% | -34.9% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling