+82.3%
VTV vs DUOL
-1.5%
+83.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | -0.1% |
| 7D | -0.7% | -11.8% | +11.1% | 0.0% |
| 30D | -0.5% | +1.5% | -2.0% | -0.7% |
| 3M | +5.3% | +18.1% | -12.8% | +4.1% |
| 6M | +12.9% | +38.7% | -25.8% | +10.3% |
| YTD | +18.5% | -20.7% | +39.1% | +19.3% |
| 1Y | +25.3% | -49.1% | +74.4% | +29.0% |
| 3Y | +68.2% | -11.0% | +79.2% | +64.5% |
| 5Y | +80.6% | -18.0% | +98.6% | +68.1% |
| All | +82.3% | -1.5% | +83.9% | +70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling