+32.2%
NZF price history and return analytics
+229.8%
-197.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -3.4% | -1.1% | -2.2% | -3.0% |
| 30D | -6.0% | -1.0% | -5.1% | -5.7% |
| 3M | -7.5% | +3.2% | -10.7% | -8.5% |
| 6M | -5.9% | +12.5% | -18.4% | -9.4% |
| YTD | -3.7% | +14.1% | -17.7% | -7.7% |
| 1Y | -0.3% | +18.9% | -19.2% | -5.8% |
| 3Y | +29.0% | +74.1% | -45.1% | +7.3% |
| 5Y | -8.9% | +66.9% | -75.8% | -23.8% |
| All | +32.2% | +229.8% | -197.6% | -14.4% |
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