-84.4%
VUZI vs VT
+57.4%
-141.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.6% | +10.0% | +6.0% |
| 7D | +18.2% | +0.4% | +17.9% | +18.3% |
| 30D | -16.4% | -2.6% | -13.8% | -9.1% |
| 3M | -20.4% | -3.2% | -17.2% | -11.6% |
| 6M | -31.2% | +0.9% | -32.1% | -29.4% |
| YTD | -43.4% | +11.3% | -54.7% | -53.6% |
| 1Y | -24.9% | +14.0% | -38.9% | -41.6% |
| 3Y | -31.4% | +75.8% | -107.3% | -78.8% |
| 5Y | -84.4% | +57.8% | -142.2% | -91.7% |
| All | -84.4% | +57.4% | -141.8% | -91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling