-39.2%
NCLH vs VTR
+36.9%
-76.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.1% |
| 7D | -6.5% | -1.7% | -4.8% | -6.3% |
| 30D | -23.3% | -2.4% | -20.9% | -23.1% |
| 3M | -18.6% | +14.8% | -33.4% | -19.8% |
| 6M | -26.2% | +5.3% | -31.6% | -26.1% |
| YTD | -30.2% | +18.1% | -48.3% | -30.0% |
| 1Y | -39.2% | +36.7% | -75.9% | -40.7% |
| All | -39.2% | +36.9% | -76.0% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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