-81.8%
VUZI vs VT
+221.8%
-303.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.6% | -0.3% | -26.3% | -26.1% |
| 7D | -28.9% | +2.4% | -31.3% | -31.5% |
| 30D | -38.6% | -1.5% | -37.1% | -35.6% |
| 3M | -48.9% | -4.1% | -44.7% | -43.2% |
| 6M | -55.3% | +0.6% | -55.9% | -53.6% |
| YTD | -64.3% | +11.0% | -75.3% | -68.7% |
| 1Y | -44.9% | +13.3% | -58.2% | -53.2% |
| 3Y | -30.1% | +73.4% | -103.4% | -69.0% |
| 5Y | -90.9% | +57.4% | -148.4% | -94.8% |
| All | -81.8% | +221.8% | -303.5% | -92.4% |
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