+43.3%
NZF price history and return analytics
+221.8%
-178.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| 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% | -8.6% |
| 1Y | -5.2% | +13.3% | -18.5% | -9.0% |
| 3Y | +27.8% | +73.4% | -45.6% | +6.4% |
| 5Y | -11.4% | +57.4% | -68.8% | -24.4% |
| All | +43.3% | +221.8% | -178.5% | -8.5% |
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