-59.5%
DUOG vs VT
+15.6%
-75.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | +9.4% | +0.4% | +9.0% | +9.4% |
| 30D | +22.2% | +1.0% | +21.2% | +22.0% |
| 3M | +74.3% | +2.4% | +72.0% | +75.1% |
| 6M | +101.8% | +12.0% | +89.8% | +78.4% |
| YTD | -46.2% | +15.3% | -61.5% | -56.0% |
| All | -59.5% | +15.6% | -75.1% | -66.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling