-57.7%
VUZI vs VOO
+802.4%
-860.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.9% |
| 7D | +4.1% | -2.0% | +6.1% | +6.9% |
| 30D | -3.8% | -1.7% | -2.1% | -1.7% |
| 3M | -15.3% | +4.7% | -20.1% | -19.7% |
| 6M | -0.4% | +12.6% | -12.9% | -12.7% |
| YTD | -32.8% | +11.8% | -44.6% | -40.5% |
| 1Y | +11.9% | +17.5% | -5.6% | -5.6% |
| 3Y | -31.4% | +77.0% | -108.3% | -62.8% |
| 5Y | -78.4% | +82.6% | -161.0% | -87.7% |
| 10Y | -72.4% | +320.0% | -392.4% | -90.8% |
| All | -57.7% | +802.4% | -860.0% | -87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling