-84.1%
DOUG price history and return analytics
+59.2%
-143.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | -1.2% |
| 7D | +4.2% | -0.7% | +4.9% | +5.3% |
| 30D | +14.5% | -1.7% | +16.2% | +17.6% |
| 3M | -13.9% | -2.3% | -11.6% | -10.8% |
| 6M | -6.5% | +1.5% | -8.0% | -9.5% |
| YTD | -26.6% | +12.0% | -38.6% | -39.4% |
| 1Y | -34.3% | +12.9% | -47.2% | -46.4% |
| 3Y | +8.7% | +74.9% | -66.2% | -54.3% |
| All | -84.1% | +59.2% | -143.2% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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