-32.1%
VUZI vs VOO
+77.4%
-109.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -2.0% |
| 7D | +4.1% | -0.8% | +4.9% | +5.9% |
| 30D | -3.1% | -1.1% | -2.0% | -0.8% |
| 3M | -19.9% | +3.9% | -23.8% | -26.0% |
| 6M | -1.9% | +13.6% | -15.6% | -24.3% |
| YTD | -32.8% | +12.7% | -45.5% | -47.2% |
| 1Y | +7.6% | +17.6% | -10.0% | -21.0% |
| 3Y | -32.1% | +77.3% | -109.4% | -75.1% |
| All | -32.1% | +77.4% | -109.5% | -75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling