-99.7%
DUG vs VOO
+817.1%
-916.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +0.9% |
| 7D | -4.5% | +0.1% | -4.6% | -4.3% |
| 30D | -20.4% | +0.1% | -20.5% | -20.6% |
| 3M | -18.1% | +2.0% | -20.1% | -16.1% |
| 6M | -27.6% | +13.0% | -40.6% | -10.4% |
| YTD | -54.7% | +13.6% | -68.3% | -43.4% |
| 1Y | -56.3% | +20.1% | -76.4% | -38.5% |
| 3Y | -61.0% | +77.6% | -138.6% | +39.6% |
| 5Y | -93.8% | +82.4% | -176.2% | -73.3% |
| 10Y | -98.2% | +316.8% | -415.0% | +16.8% |
| All | -99.7% | +817.1% | -916.7% | +154.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling