+93.5%
NZF vs VOO
+803.9%
-710.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -1.8% | +3.3% | -5.0% | -2.4% |
| 30D | +2.7% | -2.7% | +5.4% | +3.2% |
| 3M | -7.9% | -1.7% | -6.2% | -7.6% |
| 6M | -8.1% | +3.1% | -11.2% | -8.7% |
| YTD | -5.6% | +11.9% | -17.5% | -7.8% |
| 1Y | -5.6% | +12.1% | -17.6% | -7.9% |
| 3Y | +27.3% | +78.6% | -51.3% | +12.6% |
| 5Y | -11.6% | +73.8% | -85.4% | -22.0% |
| 10Y | +39.9% | +312.3% | -272.4% | +8.9% |
| All | +93.5% | +803.9% | -710.3% | +45.7% |
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