+171.6%
DUSL vs VOO
+77.0%
+94.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -3.7% |
| 7D | -2.3% | -0.4% | -1.9% | -1.2% |
| 30D | -20.7% | -1.4% | -19.3% | -17.5% |
| 3M | -10.6% | +3.7% | -14.3% | -18.3% |
| 6M | -7.2% | +13.0% | -20.3% | -32.4% |
| YTD | +19.7% | +12.4% | +7.2% | -10.8% |
| 1Y | +29.0% | +18.6% | +10.4% | -16.2% |
| All | +171.6% | +77.0% | +94.6% | -33.8% |
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