+81.7%
VRT vs NCLH
-42.6%
+124.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.9% | -3.7% | -5.2% |
| 7D | -7.7% | -6.5% | -1.2% | -6.3% |
| 30D | -12.0% | -22.1% | +10.1% | -7.2% |
| 3M | -11.7% | -18.7% | +7.0% | -8.7% |
| 6M | -8.1% | -28.4% | +20.3% | -2.7% |
| YTD | +53.2% | -34.7% | +87.9% | +62.4% |
| 1Y | +81.7% | -42.7% | +124.4% | +88.4% |
| All | +81.7% | -42.6% | +124.2% | +88.4% |
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 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