-84.4%
DOUG vs VOO
+69.3%
-153.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.8% |
| 7D | +8.3% | +3.3% | +5.0% | +3.3% |
| 30D | +12.6% | -2.7% | +15.3% | +16.9% |
| 3M | -15.8% | -1.7% | -14.1% | -13.9% |
| 6M | -1.2% | +3.1% | -4.3% | -6.2% |
| YTD | -28.3% | +11.9% | -40.2% | -39.3% |
| 1Y | -34.9% | +12.1% | -46.9% | -44.9% |
| 3Y | +6.3% | +78.6% | -72.3% | -52.7% |
| All | -84.4% | +69.3% | -153.7% | -92.9% |
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