+27.1%
DUOT vs VOO
+82.8%
-55.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +1.2% |
| 7D | -5.7% | -0.8% | -4.9% | -5.0% |
| 30D | -11.4% | -1.1% | -10.3% | -10.5% |
| 3M | -31.7% | +3.9% | -35.6% | -34.0% |
| 6M | +9.7% | +13.6% | -3.9% | -0.9% |
| YTD | -26.6% | +12.7% | -39.3% | -32.9% |
| 1Y | +5.4% | +17.6% | -12.2% | -6.5% |
| 3Y | +54.3% | +77.3% | -23.0% | +11.4% |
| All | +27.1% | +82.8% | -55.7% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling