-99.7%
DUG vs VOO
+806.9%
-906.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.8% | -1.0% |
| 7D | +0.2% | -0.9% | +1.1% | -1.3% |
| 30D | +7.0% | -2.3% | +9.3% | +1.6% |
| 3M | -10.1% | -1.2% | -8.9% | -12.9% |
| 6M | -23.3% | +3.3% | -26.6% | -20.0% |
| YTD | -55.0% | +12.3% | -67.3% | -45.3% |
| 1Y | -53.6% | +12.5% | -66.1% | -43.5% |
| 3Y | -66.5% | +79.2% | -145.7% | +21.8% |
| 5Y | -90.6% | +75.7% | -166.3% | -63.6% |
| 10Y | -98.1% | +313.7% | -411.8% | +16.8% |
| All | -99.7% | +806.9% | -906.6% | +146.1% |
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