-98.2%
DUG price history and return analytics
+222.7%
-320.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -4.3% |
| 7D | -7.9% | +2.9% | -10.8% | -2.5% |
| 30D | +7.5% | -2.5% | +10.0% | +1.7% |
| 3M | -12.5% | -3.3% | -9.2% | -19.1% |
| 6M | -24.7% | +1.5% | -26.2% | -24.6% |
| YTD | -56.4% | +11.4% | -67.7% | -48.1% |
| 1Y | -56.3% | +11.9% | -68.2% | -47.5% |
| 3Y | -67.5% | +73.9% | -141.4% | +15.5% |
| 5Y | -90.9% | +57.9% | -148.8% | -71.7% |
| All | -98.2% | +222.7% | -320.9% | -33.8% |
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