-39.2%
NCLH vs VSH
+118.1%
-157.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.6% | -0.8% |
| 7D | -6.5% | +4.1% | -10.5% | -7.1% |
| 30D | -23.3% | -4.2% | -19.1% | -22.9% |
| 3M | -18.6% | -50.0% | +31.4% | -6.0% |
| 6M | -26.2% | +80.2% | -106.4% | -45.6% |
| YTD | -30.2% | +121.1% | -151.3% | -52.5% |
| 1Y | -39.2% | +112.0% | -151.2% | -58.3% |
| All | -39.2% | +118.1% | -157.3% | -58.3% |
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