-9.5%
DUOL vs VIG
+63.0%
-72.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -2.0% |
| 7D | -7.0% | -1.1% | -5.9% | -5.5% |
| 30D | +6.7% | -2.7% | +9.5% | +11.1% |
| 3M | +16.0% | +2.5% | +13.5% | +11.8% |
| 6M | +45.4% | +9.2% | +36.2% | +27.0% |
| YTD | -18.1% | +9.8% | -28.0% | -29.4% |
| 1Y | -53.6% | +12.4% | -65.9% | -61.2% |
| 3Y | -11.0% | +55.9% | -66.9% | -53.9% |
| All | -9.5% | +63.0% | -72.5% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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