-8.8%
DOUG vs VOO
+78.5%
-87.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.6% | -2.4% |
| 7D | +5.8% | +2.6% | +3.2% | +1.8% |
| 30D | +14.6% | -2.0% | +16.6% | +17.8% |
| 3M | -17.9% | -2.8% | -15.1% | -14.6% |
| 6M | -4.1% | +2.2% | -6.2% | -7.9% |
| YTD | -30.4% | +11.5% | -41.9% | -41.3% |
| 1Y | -34.0% | +13.5% | -47.5% | -45.8% |
| 3Y | -8.8% | +78.1% | -86.9% | -74.1% |
| All | -8.8% | +78.5% | -87.3% | -74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling