-89.9%
DUG vs VT
+53.2%
-143.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.1% | +9.6% | +0.7% |
| 7D | +22.3% | -4.2% | +26.4% | +16.2% |
| 30D | +4.8% | -5.8% | +10.6% | -2.6% |
| 3M | -16.7% | -5.2% | -11.5% | -22.3% |
| 6M | -13.4% | +0.1% | -13.5% | -14.1% |
| YTD | -52.6% | +8.2% | -60.9% | -48.1% |
| 1Y | -55.5% | +10.1% | -65.6% | -49.9% |
| 3Y | -61.9% | +69.7% | -131.5% | -9.0% |
| 5Y | -89.9% | +53.4% | -143.3% | -76.8% |
| All | -89.9% | +53.2% | -143.1% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling