-39.2%
NCLH vs VOO
+20.9%
-60.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.6% |
| 7D | -6.5% | +0.1% | -6.6% | -6.7% |
| 30D | -23.3% | +0.1% | -23.4% | -23.3% |
| 3M | -18.6% | +2.0% | -20.6% | -21.6% |
| 6M | -26.2% | +13.0% | -39.3% | -43.4% |
| YTD | -30.2% | +13.6% | -43.8% | -46.7% |
| 1Y | -39.2% | +20.1% | -59.2% | -56.7% |
| All | -39.2% | +20.9% | -60.1% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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