-40.7%
NCLH vs VOO
+80.3%
-121.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.7% |
| 7D | -6.5% | -2.0% | -4.6% | -2.9% |
| 30D | -22.1% | -1.7% | -20.4% | -19.4% |
| 3M | -18.7% | +4.7% | -23.4% | -25.6% |
| 6M | -28.4% | +12.6% | -41.0% | -42.3% |
| YTD | -34.7% | +11.8% | -46.5% | -46.4% |
| 1Y | -42.7% | +17.5% | -60.2% | -57.2% |
| 3Y | -10.6% | +77.0% | -87.6% | -68.3% |
| 5Y | -40.7% | +82.6% | -123.3% | -78.5% |
| All | -40.7% | +80.3% | -121.1% | -78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling