+94.0%
NZF vs VOO
+800.4%
-706.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | -2.7% | +2.6% | -5.3% | -3.2% |
| 30D | +4.7% | -2.0% | +6.7% | +5.1% |
| 3M | -8.5% | -2.8% | -5.7% | -8.0% |
| 6M | -7.7% | +2.2% | -9.8% | -8.1% |
| YTD | -5.3% | +11.5% | -16.8% | -7.5% |
| 1Y | -5.2% | +13.5% | -18.7% | -7.7% |
| 3Y | +27.8% | +78.1% | -50.3% | +13.0% |
| 5Y | -11.4% | +73.1% | -84.5% | -21.7% |
| 10Y | +40.3% | +310.7% | -270.5% | +9.3% |
| All | +94.0% | +800.4% | -706.4% | +46.2% |
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