-60.6%
DUG vs VOO
+79.1%
-139.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.6% |
| 7D | +0.1% | +0.5% | -0.5% | +0.5% |
| 30D | -21.6% | -0.9% | -20.6% | -22.3% |
| 3M | -21.0% | +3.9% | -24.9% | -18.5% |
| 6M | -28.3% | +14.5% | -42.8% | -18.5% |
| YTD | -55.7% | +13.0% | -68.6% | -50.5% |
| 1Y | -59.0% | +19.4% | -78.5% | -50.4% |
| 3Y | -60.6% | +78.9% | -139.5% | -17.2% |
| All | -60.6% | +79.1% | -139.8% | -17.2% |
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 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