+42.9%
NZF vs VT
+222.7%
-179.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -1.8% | +2.9% | -4.7% | -2.7% |
| 30D | +2.7% | -2.5% | +5.2% | +3.5% |
| 3M | -7.9% | -3.3% | -4.6% | -6.9% |
| 6M | -8.1% | +1.5% | -9.6% | -8.6% |
| YTD | -5.6% | +11.4% | -16.9% | -8.9% |
| 1Y | -5.6% | +11.9% | -17.5% | -9.0% |
| 3Y | +27.3% | +73.9% | -46.6% | +6.0% |
| 5Y | -11.6% | +57.9% | -69.5% | -24.6% |
| All | +42.9% | +222.7% | -179.8% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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