-58.0%
DUG vs VT
+15.2%
-73.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.7% | +8.1% | +8.3% |
| 7D | +15.1% | -0.3% | +15.4% | +15.4% |
| 30D | -1.6% | -1.4% | -0.1% | -0.4% |
| 3M | -17.7% | -1.4% | -16.3% | -16.7% |
| 6M | -18.0% | +5.5% | -23.5% | -20.4% |
| YTD | -55.1% | +12.8% | -67.9% | -57.1% |
| 1Y | -58.0% | +15.4% | -73.4% | -59.5% |
| All | -58.0% | +15.2% | -73.2% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling