-100.0%
DUO price history and return analytics
+136.8%
-236.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.2% | -2.4% |
| 7D | -11.3% | -1.1% | -10.2% | -10.1% |
| 30D | -21.0% | -1.0% | -20.0% | -19.9% |
| 3M | -45.6% | +3.2% | -48.8% | -47.6% |
| 6M | -50.9% | +12.5% | -63.3% | -57.7% |
| YTD | -65.0% | +14.1% | -79.1% | -70.0% |
| 1Y | -85.6% | +18.9% | -104.5% | -88.1% |
| 3Y | -98.0% | +74.1% | -172.1% | -98.8% |
| 5Y | -100.0% | +66.9% | -166.9% | -100.0% |
| All | -100.0% | +136.8% | -236.8% | -100.0% |
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