-98.2%
DUG vs VOO
+315.3%
-413.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -2.5% |
| 7D | -0.6% | -0.4% | -0.2% | -1.3% |
| 30D | -14.8% | -1.4% | -13.4% | -17.2% |
| 3M | -24.8% | +3.7% | -28.5% | -20.7% |
| 6M | -29.9% | +13.0% | -42.9% | -14.4% |
| YTD | -56.4% | +12.4% | -68.8% | -47.3% |
| 1Y | -59.4% | +18.6% | -77.9% | -45.3% |
| 3Y | -61.3% | +78.1% | -139.3% | +30.9% |
| 5Y | -94.2% | +82.3% | -176.4% | -76.7% |
| 10Y | -98.2% | +322.5% | -420.8% | +1.9% |
| All | -98.2% | +315.3% | -413.6% | +1.9% |
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 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