+215.6%
NZAC vs VOO
+353.3%
-137.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.2% | +0.1% | +0.2% | +0.2% |
| 3M | +1.3% | +2.0% | -0.7% | -0.3% |
| 6M | +11.1% | +13.0% | -1.9% | +0.3% |
| YTD | +10.7% | +13.6% | -2.9% | -0.4% |
| 1Y | +17.6% | +20.1% | -2.5% | +1.0% |
| 3Y | +66.0% | +77.6% | -11.5% | +3.0% |
| 5Y | +55.9% | +82.4% | -26.5% | -5.7% |
| 10Y | +205.6% | +316.8% | -111.2% | +5.1% |
| All | +215.6% | +353.3% | -137.8% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling