-94.1%
DUG vs VOO
+80.3%
-174.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +0.3% |
| 7D | -1.0% | -2.0% | +0.9% | -3.3% |
| 30D | -12.0% | -1.7% | -10.3% | -13.8% |
| 3M | -21.6% | +4.7% | -26.3% | -17.6% |
| 6M | -31.1% | +12.6% | -43.6% | -21.6% |
| YTD | -56.0% | +11.8% | -67.7% | -50.3% |
| 1Y | -57.5% | +17.5% | -75.0% | -48.4% |
| 3Y | -60.9% | +77.0% | -137.9% | -9.0% |
| 5Y | -94.1% | +82.6% | -176.7% | -83.3% |
| All | -94.1% | +80.3% | -174.4% | -83.3% |
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