-94.1%
DUG price history and return analytics
+66.2%
-160.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.7% |
| 7D | +0.1% | +1.0% | -0.9% | +1.3% |
| 30D | -21.6% | -0.2% | -21.3% | -22.0% |
| 3M | -21.0% | +4.5% | -25.5% | -17.2% |
| 6M | -28.3% | +14.1% | -42.3% | -16.4% |
| YTD | -55.7% | +14.8% | -70.4% | -47.7% |
| 1Y | -59.0% | +21.2% | -80.2% | -47.2% |
| 3Y | -60.6% | +76.6% | -137.2% | -0.8% |
| 5Y | -94.1% | +66.6% | -160.7% | -84.6% |
| All | -94.1% | +66.2% | -160.3% | -84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling