-84.2%
DOUG vs VOO
+69.0%
-153.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.8% |
| 7D | -5.5% | -2.0% | -3.5% | -2.7% |
| 30D | -14.9% | -1.7% | -13.2% | -12.7% |
| 3M | -1.7% | +4.7% | -6.5% | -8.5% |
| 6M | -27.1% | +12.6% | -39.7% | -38.8% |
| YTD | -27.4% | +11.8% | -39.2% | -38.2% |
| 1Y | -33.6% | +17.5% | -51.1% | -47.2% |
| 3Y | -31.2% | +77.0% | -108.2% | -68.9% |
| All | -84.2% | +69.0% | -153.3% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling