-96.1%
DUO vs VT
+74.1%
-170.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | -2.0% |
| 7D | -5.0% | +0.4% | -5.4% | -5.8% |
| 30D | -17.0% | -2.6% | -14.4% | -12.6% |
| 3M | -13.2% | -3.2% | -9.9% | -6.9% |
| 6M | -62.5% | +0.9% | -63.5% | -63.2% |
| YTD | -62.5% | +11.3% | -73.8% | -69.8% |
| 1Y | -72.1% | +14.0% | -86.1% | -78.4% |
| 3Y | -96.1% | +75.8% | -172.0% | -98.1% |
| All | -96.1% | +74.1% | -170.2% | -98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling