+32.2%
NZF vs VOO
+325.3%
-293.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.1% |
| 7D | -3.4% | -0.8% | -2.6% | -3.1% |
| 30D | -6.0% | -1.1% | -5.0% | -5.8% |
| 3M | -7.5% | +3.9% | -11.4% | -8.5% |
| 6M | -5.9% | +13.6% | -19.5% | -9.2% |
| YTD | -3.7% | +12.7% | -16.4% | -6.9% |
| 1Y | -0.3% | +17.6% | -17.9% | -4.8% |
| 3Y | +29.0% | +77.3% | -48.3% | +9.1% |
| 5Y | -8.9% | +84.1% | -93.0% | -24.4% |
| All | +32.2% | +325.3% | -293.1% | -11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling