+54.3%
VXUS vs NCLH
-39.0%
+93.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.3% |
| 7D | +0.3% | -4.6% | +4.9% | +1.0% |
| 30D | +0.7% | -19.9% | +20.6% | +3.8% |
| 3M | +4.8% | -22.0% | +26.7% | +7.9% |
| 6M | +11.3% | -28.3% | +39.6% | +15.6% |
| YTD | +16.5% | -33.5% | +50.0% | +21.6% |
| 1Y | +24.3% | -41.5% | +65.7% | +31.5% |
| 3Y | +74.5% | -8.9% | +83.4% | +66.8% |
| 5Y | +54.3% | -40.5% | +94.8% | +48.7% |
| All | +54.3% | -39.0% | +93.4% | +48.7% |
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