-57.0%
DUOG vs VT
+15.6%
-72.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.6% |
| 7D | +22.5% | +0.1% | +22.3% | +22.5% |
| 30D | +26.3% | +0.8% | +25.5% | +26.1% |
| 3M | +90.9% | +2.8% | +88.1% | +91.2% |
| 6M | +91.0% | +13.0% | +78.0% | +65.6% |
| YTD | -42.8% | +15.4% | -58.2% | -53.3% |
| All | -57.0% | +15.6% | -72.6% | -64.7% |
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