-1.0%
NCLH vs VOO
+14.7%
-15.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.6% | +5.2% | +3.6% |
| 7D | +15.8% | -0.7% | +16.5% | +17.4% |
| 30D | +25.1% | -1.1% | +26.1% | +27.8% |
| 3M | -7.3% | -0.3% | -7.0% | -6.5% |
| 6M | +8.1% | +7.4% | +0.8% | -7.2% |
| YTD | -16.7% | +13.4% | -30.0% | -36.3% |
| 1Y | -1.0% | +14.8% | -15.8% | -25.4% |
| All | -1.0% | +14.7% | -15.7% | -25.4% |
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