+131.9%
DUSL vs VOO
+81.4%
+50.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -3.8% |
| 7D | -2.3% | -0.4% | -1.9% | -1.2% |
| 30D | -20.7% | -1.4% | -19.3% | -17.6% |
| 3M | -10.6% | +3.7% | -14.3% | -17.9% |
| 6M | -7.2% | +13.0% | -20.3% | -31.1% |
| YTD | +19.7% | +12.4% | +7.2% | -9.2% |
| 1Y | +29.0% | +18.6% | +10.4% | -14.1% |
| 3Y | +171.1% | +78.1% | +93.0% | -28.8% |
| All | +131.9% | +81.4% | +50.5% | -37.2% |
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