-1.0%
NCLH vs VO
+16.3%
-17.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.9% | +5.9% | +4.7% |
| 7D | +15.8% | +1.0% | +14.8% | +13.6% |
| 30D | +25.1% | +2.6% | +22.5% | +18.5% |
| 3M | -7.3% | -0.3% | -7.1% | -6.0% |
| 6M | +8.1% | +7.6% | +0.5% | -7.5% |
| YTD | -16.7% | +14.7% | -31.4% | -37.7% |
| 1Y | -1.0% | +16.4% | -17.4% | -27.7% |
| All | -1.0% | +16.3% | -17.3% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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