-18.0%
DUOL price history and return analytics
+65.7%
-83.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.2% | -3.9% |
| 7D | -11.8% | -0.1% | -11.7% | -11.5% |
| 30D | +1.5% | -0.7% | +2.2% | +2.4% |
| 3M | +18.1% | +4.0% | +14.1% | +9.6% |
| 6M | +38.7% | +12.3% | +26.4% | +11.5% |
| YTD | -20.7% | +14.0% | -34.7% | -38.2% |
| 1Y | -49.1% | +20.3% | -69.4% | -63.7% |
| 3Y | -11.0% | +75.4% | -86.5% | -66.5% |
| 5Y | -18.0% | +66.0% | -83.9% | -63.8% |
| All | -18.0% | +65.7% | -83.7% | -63.8% |
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 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