-29.1%
VUZI vs VT
+12.5%
-41.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -0.5% | -8.4% | -7.4% |
| 7D | +4.3% | -0.1% | +4.4% | +5.7% |
| 30D | -23.8% | -3.1% | -20.8% | -14.6% |
| 3M | -25.3% | -3.5% | -21.8% | -14.8% |
| 6M | -37.3% | +0.5% | -37.8% | -34.5% |
| YTD | -48.4% | +10.8% | -59.2% | -58.9% |
| 1Y | -29.1% | +11.9% | -41.0% | -45.3% |
| All | -29.1% | +12.5% | -41.6% | -45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling