-83.4%
DOUG vs VOO
+71.8%
-155.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | 0.0% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +3.4% | +0.1% | +3.4% | +3.3% |
| 3M | 0.0% | +2.0% | -2.0% | -3.3% |
| 6M | -19.9% | +13.0% | -32.9% | -33.2% |
| YTD | -23.6% | +13.6% | -37.2% | -36.5% |
| 1Y | -31.7% | +20.1% | -51.8% | -47.5% |
| 3Y | -31.4% | +77.6% | -109.0% | -69.1% |
| All | -83.4% | +71.8% | -155.2% | -92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling