+70.1%
VT vs DUOL
-0.2%
+70.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | +0.1% |
| 7D | -2.3% | +21.9% | -24.2% | -3.8% |
| 30D | -5.0% | +5.7% | -10.7% | -5.5% |
| 3M | -4.9% | +30.9% | -35.7% | -7.1% |
| 6M | -1.5% | +52.8% | -54.3% | -5.6% |
| YTD | +8.5% | -8.6% | +17.1% | +8.4% |
| 1Y | +11.4% | -17.2% | +28.6% | +12.2% |
| 3Y | +70.1% | +2.0% | +68.1% | +69.4% |
| All | +70.1% | -0.2% | +70.3% | +69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling