+54.3%
DUOT vs VOO
+77.4%
-23.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +0.5% |
| 7D | -5.7% | -0.8% | -4.9% | -4.4% |
| 30D | -11.4% | -1.1% | -10.3% | -9.7% |
| 3M | -31.7% | +3.9% | -35.6% | -35.9% |
| 6M | +9.7% | +13.6% | -3.9% | -9.6% |
| YTD | -26.6% | +12.7% | -39.3% | -38.3% |
| 1Y | +5.4% | +17.6% | -12.2% | -16.4% |
| 3Y | +54.3% | +77.3% | -23.0% | -38.1% |
| All | +54.3% | +77.4% | -23.1% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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