-38.5%
DUOL vs VYM
+21.8%
-60.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.0% | +1.2% | +24.8% | +25.2% |
| 7D | +19.3% | +1.2% | +18.1% | +18.6% |
| 30D | +9.6% | +5.2% | +4.4% | +7.8% |
| 3M | +17.1% | +0.5% | +16.5% | +16.8% |
| 6M | +46.3% | +7.7% | +38.6% | +42.6% |
| YTD | -8.1% | +17.2% | -25.3% | -20.7% |
| 1Y | -38.5% | +21.7% | -60.1% | -53.2% |
| All | -38.5% | +21.8% | -60.2% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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