-37.9%
NCLH vs VOO
+554.3%
-592.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.2% |
| 7D | -0.3% | +0.5% | -0.8% | -1.2% |
| 30D | -20.1% | -0.9% | -19.1% | -18.7% |
| 3M | -17.0% | +3.9% | -20.9% | -22.2% |
| 6M | -23.2% | +14.5% | -37.8% | -38.4% |
| YTD | -31.0% | +13.0% | -44.0% | -43.1% |
| 1Y | -37.3% | +19.4% | -56.7% | -52.8% |
| 3Y | -5.6% | +78.9% | -84.5% | -62.5% |
| 5Y | -37.0% | +82.3% | -119.3% | -73.9% |
| 10Y | -55.3% | +314.2% | -369.5% | -93.0% |
| All | -37.9% | +554.3% | -592.2% | -92.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling