+67.1%
V vs DUOL
-10.4%
+77.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.2% | +3.5% | -1.3% |
| 7D | -1.1% | -7.8% | +6.7% | -0.4% |
| 30D | +1.9% | +11.8% | -10.0% | +0.8% |
| 3M | +15.5% | +24.1% | -8.6% | +13.1% |
| 6M | +16.6% | +43.6% | -27.0% | +12.5% |
| YTD | +5.7% | -16.6% | +22.3% | +6.3% |
| 1Y | +8.6% | -46.0% | +54.6% | +12.3% |
| 3Y | +52.5% | -6.5% | +59.0% | +45.6% |
| 5Y | +67.1% | -7.4% | +74.5% | +49.6% |
| All | +67.1% | -10.4% | +77.5% | +49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling