-39.2%
NCLH vs VNQ
+9.6%
-48.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +0.9% |
| 7D | -6.5% | -1.3% | -5.2% | -4.7% |
| 30D | -23.3% | -2.9% | -20.4% | -19.7% |
| 3M | -18.6% | +0.8% | -19.4% | -19.6% |
| 6M | -26.2% | +2.5% | -28.7% | -29.5% |
| YTD | -30.2% | +10.6% | -40.9% | -39.9% |
| 1Y | -39.2% | +9.1% | -48.2% | -47.0% |
| All | -39.2% | +9.6% | -48.7% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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