-78.5%
VUZI price history and return analytics
+65.7%
-144.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -2.3% |
| 7D | +4.1% | -1.1% | +5.2% | +6.9% |
| 30D | -3.1% | -1.0% | -2.1% | -0.8% |
| 3M | -19.9% | +3.2% | -23.0% | -25.0% |
| 6M | -1.9% | +12.5% | -14.4% | -24.1% |
| YTD | -32.8% | +14.1% | -46.9% | -49.7% |
| 1Y | +7.6% | +18.9% | -11.3% | -25.4% |
| 3Y | -32.1% | +74.1% | -106.2% | -79.4% |
| All | -78.5% | +65.7% | -144.2% | -90.2% |
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 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