-58.0%
NCLH vs VOO
+325.3%
-383.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.2% |
| 7D | -4.8% | -0.8% | -4.0% | -3.4% |
| 30D | -21.7% | -1.1% | -20.6% | -20.0% |
| 3M | -22.2% | +3.9% | -26.1% | -27.6% |
| 6M | -27.5% | +13.6% | -41.2% | -41.9% |
| YTD | -33.6% | +12.7% | -46.3% | -45.7% |
| 1Y | -45.0% | +17.6% | -62.6% | -58.3% |
| 3Y | -11.0% | +77.3% | -88.4% | -66.7% |
| 5Y | -39.7% | +84.1% | -123.9% | -77.4% |
| All | -58.0% | +325.3% | -383.2% | -94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling