-13.0%
CUZ price history and return analytics
+355.4%
-368.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.2% |
| 7D | +1.1% | -0.1% | +1.3% | +1.2% |
| 30D | +7.1% | -3.1% | +10.1% | +11.1% |
| 3M | +1.8% | -3.5% | +5.3% | +6.3% |
| 6M | +12.9% | +0.5% | +12.5% | +11.0% |
| YTD | +20.4% | +10.8% | +9.6% | +3.9% |
| 1Y | +20.1% | +11.9% | +8.2% | +2.2% |
| 3Y | +83.9% | +73.0% | +10.9% | -12.3% |
| 5Y | -5.6% | +58.6% | -64.2% | -49.7% |
| 10Y | +49.3% | +219.2% | -169.9% | -70.0% |
| All | -13.0% | +355.4% | -368.4% | -88.2% |
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 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