-90.3%
DUG vs VOO
+72.8%
-163.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -1.1% |
| 7D | +14.1% | -0.6% | +14.6% | +13.4% |
| 30D | +7.6% | -3.6% | +11.3% | +3.2% |
| 3M | -8.9% | -2.7% | -6.1% | -11.9% |
| 6M | -24.7% | +2.2% | -27.0% | -23.4% |
| YTD | -53.4% | +10.9% | -64.2% | -48.0% |
| 1Y | -53.2% | +11.3% | -64.5% | -47.5% |
| 3Y | -65.2% | +76.9% | -142.2% | -20.1% |
| 5Y | -90.3% | +73.5% | -163.9% | -75.0% |
| All | -90.3% | +72.8% | -163.1% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling