-72.9%
VUZI vs VT
+411.8%
-484.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.8% | +0.4% | -6.2% | -6.3% |
| 30D | -4.7% | +1.0% | -5.7% | -5.9% |
| 3M | -42.3% | +2.4% | -44.7% | -43.2% |
| 6M | -8.6% | +12.0% | -20.6% | -19.1% |
| YTD | -35.4% | +15.3% | -50.8% | -44.9% |
| 1Y | +10.4% | +22.6% | -12.2% | -11.5% |
| 3Y | -39.2% | +74.7% | -113.8% | -66.2% |
| 5Y | -80.7% | +66.1% | -146.9% | -87.7% |
| 10Y | -72.3% | +225.0% | -297.3% | -88.8% |
| All | -72.9% | +411.8% | -484.7% | -93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling