-32.4%
VUZI vs VT
+76.6%
-109.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.8% |
| 7D | +3.3% | +1.0% | +2.3% | +0.5% |
| 30D | -7.1% | -0.2% | -6.8% | -6.6% |
| 3M | -26.9% | +4.5% | -31.4% | -34.0% |
| 6M | -2.0% | +14.1% | -16.0% | -27.4% |
| YTD | -33.9% | +14.8% | -48.6% | -51.8% |
| 1Y | +8.2% | +21.2% | -13.0% | -29.3% |
| 3Y | -32.4% | +76.6% | -109.0% | -80.2% |
| All | -32.4% | +76.6% | -109.0% | -80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling