+77.3%
V vs DUOL
+11.3%
+66.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -0.4% | +0.3% | -0.6% | -0.4% |
| 30D | +6.3% | +12.4% | -6.0% | +5.1% |
| 3M | +17.2% | +16.9% | +0.2% | +15.2% |
| 6M | +29.2% | +48.5% | -19.3% | +24.3% |
| YTD | +20.8% | -10.3% | +31.1% | +20.2% |
| 1Y | +25.0% | -15.6% | +40.6% | +24.9% |
| 3Y | +75.3% | -25.6% | +100.9% | +71.6% |
| 5Y | +105.8% | +1.5% | +104.3% | +82.2% |
| All | +77.3% | +11.3% | +66.0% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 10y: compounded portfolio wealth divided by compounded DUOL 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…
10y analysis · Full analysis span regression · 6 months rolling