-45.0%
NCLH vs VO
+13.3%
-58.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | -0.1% |
| 7D | -4.8% | -1.5% | -3.3% | -1.3% |
| 30D | -21.7% | -3.0% | -18.6% | -15.6% |
| 3M | -22.2% | +2.8% | -25.1% | -26.8% |
| 6M | -27.5% | +10.9% | -38.5% | -42.3% |
| YTD | -33.6% | +12.5% | -46.1% | -48.7% |
| 1Y | -45.0% | +12.0% | -57.0% | -57.3% |
| All | -45.0% | +13.3% | -58.2% | -57.3% |
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