+27.4%
NZF vs VOO
+79.1%
-51.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -1.8% | +3.3% | -5.0% | -2.6% |
| 30D | +2.7% | -2.7% | +5.4% | +3.4% |
| 3M | -7.9% | -1.7% | -6.2% | -7.5% |
| 6M | -8.1% | +3.1% | -11.2% | -8.8% |
| YTD | -5.6% | +11.9% | -17.5% | -8.4% |
| 1Y | -5.6% | +12.1% | -17.6% | -8.5% |
| All | +27.4% | +79.1% | -51.7% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling