-6.5%
NCLH vs VLTO
+26.2%
-32.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.3% | -0.6% |
| 7D | -0.3% | -1.6% | +1.3% | +0.8% |
| 30D | -20.1% | -2.9% | -17.2% | -18.4% |
| 3M | -17.0% | +12.7% | -29.7% | -23.7% |
| 6M | -23.2% | +1.6% | -24.8% | -24.1% |
| YTD | -31.0% | -4.0% | -27.1% | -29.0% |
| 1Y | -37.3% | -10.2% | -27.1% | -32.2% |
| All | -6.5% | +26.2% | -32.7% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling