+59.9%
VEA vs NCLH
-40.4%
+100.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.8% |
| 7D | -1.5% | -4.8% | +3.4% | -0.7% |
| 30D | -0.8% | -21.7% | +20.8% | +2.7% |
| 3M | +2.5% | -22.2% | +24.7% | +5.8% |
| 6M | +11.1% | -27.5% | +38.7% | +15.4% |
| YTD | +17.2% | -33.6% | +50.8% | +22.5% |
| 1Y | +24.5% | -45.0% | +69.5% | +33.2% |
| 3Y | +75.4% | -11.0% | +86.5% | +68.2% |
| All | +59.9% | -40.4% | +100.3% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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