+336.6%
DUSL vs VOO
+276.0%
+60.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +2.0% |
| 7D | -3.6% | +0.1% | -3.7% | -3.8% |
| 30D | -17.8% | +0.1% | -17.8% | -17.9% |
| 3M | -5.9% | +2.0% | -8.0% | -10.3% |
| 6M | -10.2% | +13.0% | -23.3% | -34.9% |
| YTD | +27.4% | +13.6% | +13.8% | -8.3% |
| 1Y | +34.0% | +20.1% | +13.9% | -17.0% |
| 3Y | +163.1% | +77.6% | +85.6% | -40.1% |
| 5Y | +128.4% | +82.4% | +45.9% | -44.8% |
| All | +336.6% | +276.0% | +60.6% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling