-40.7%
NCLH vs VRSN
+32.1%
-72.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.3% |
| 7D | -6.5% | -1.5% | -5.0% | -5.8% |
| 30D | -22.1% | +0.7% | -22.8% | -22.5% |
| 3M | -18.7% | +0.6% | -19.3% | -19.5% |
| 6M | -28.4% | +21.7% | -50.1% | -38.2% |
| YTD | -34.7% | +20.0% | -54.7% | -43.8% |
| 1Y | -42.7% | +3.2% | -45.9% | -45.1% |
| 3Y | -10.6% | +42.4% | -53.0% | -35.0% |
| 5Y | -40.7% | +33.0% | -73.7% | -56.0% |
| All | -40.7% | +32.1% | -72.8% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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