-1.0%
NCLH vs VSH
+62.1%
-63.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.1% | +11.8% | +7.4% |
| 7D | +15.8% | -13.6% | +29.5% | +18.0% |
| 30D | +25.1% | -30.4% | +55.4% | +31.0% |
| 3M | -7.3% | -33.3% | +26.0% | -2.9% |
| 6M | +8.1% | -15.1% | +23.2% | +2.3% |
| YTD | -16.7% | +80.2% | -96.9% | -40.3% |
| 1Y | -1.0% | +63.4% | -64.4% | -26.9% |
| All | -1.0% | +62.1% | -63.1% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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