+27.8%
NZF vs VT
+74.0%
-46.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -2.7% | +2.4% | -5.1% | -3.4% |
| 30D | +4.7% | -1.5% | +6.2% | +5.1% |
| 3M | -8.5% | -4.1% | -4.3% | -7.3% |
| 6M | -7.7% | +0.6% | -8.2% | -7.9% |
| YTD | -5.3% | +11.0% | -16.3% | -8.3% |
| 1Y | -5.2% | +13.3% | -18.5% | -8.7% |
| 3Y | +27.8% | +73.4% | -45.6% | +4.8% |
| All | +27.8% | +74.0% | -46.2% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling