+75.0%
VTI vs NCLH
-40.4%
+115.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -0.9% | -4.8% | +3.9% | 0.0% |
| 30D | -1.4% | -21.7% | +20.2% | +2.8% |
| 3M | +3.6% | -22.2% | +25.8% | +7.8% |
| 6M | +13.6% | -27.5% | +41.1% | +18.9% |
| YTD | +12.9% | -33.6% | +46.5% | +19.1% |
| 1Y | +17.2% | -45.0% | +62.2% | +27.4% |
| 3Y | +75.7% | -11.0% | +86.7% | +67.2% |
| All | +75.0% | -40.4% | +115.5% | +67.7% |
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