-57.0%
DUG vs VOO
+21.4%
-78.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.8% |
| 7D | -7.0% | +0.3% | -7.2% | -7.1% |
| 30D | -18.4% | +0.2% | -18.7% | -18.5% |
| 3M | -19.5% | +2.8% | -22.3% | -21.1% |
| 6M | -27.9% | +14.3% | -42.2% | -32.5% |
| YTD | -55.5% | +14.0% | -69.5% | -58.1% |
| All | -57.0% | +21.4% | -78.4% | -61.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling