+13.8%
VRT vs NCLH
-8.8%
+22.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.8% | -19.7% | -14.3% |
| 7D | -15.4% | +15.8% | -31.2% | -18.6% |
| 30D | -19.0% | +25.1% | -44.0% | -23.4% |
| 3M | -23.8% | -7.3% | -16.5% | -23.3% |
| 6M | -37.9% | +8.1% | -46.0% | -40.3% |
| YTD | +27.0% | -16.7% | +43.6% | +25.4% |
| 1Y | +13.8% | -1.0% | +14.8% | +11.0% |
| All | +13.8% | -8.8% | +22.6% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling