-41.4%
NCLH vs VNQ
+7.0%
-48.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +0.8% |
| 7D | -4.8% | -1.3% | -3.5% | -3.2% |
| 30D | -21.7% | -2.6% | -19.1% | -19.0% |
| 3M | -22.2% | -2.0% | -20.2% | -20.1% |
| 6M | -27.5% | +4.3% | -31.9% | -30.9% |
| YTD | -33.6% | +9.2% | -42.8% | -40.1% |
| 1Y | -45.0% | +5.6% | -50.6% | -48.3% |
| 3Y | -11.0% | +30.8% | -41.9% | -36.3% |
| All | -41.4% | +7.0% | -48.5% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling