-88.8%
DUOT price history and return analytics
+187.6%
-276.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.3% |
| 7D | -5.7% | -1.1% | -4.6% | -4.9% |
| 30D | -11.4% | -1.0% | -10.4% | -10.7% |
| 3M | -31.7% | +3.2% | -34.9% | -33.1% |
| 6M | +9.7% | +12.5% | -2.8% | +2.1% |
| YTD | -26.6% | +14.1% | -40.6% | -32.0% |
| 1Y | +5.4% | +18.9% | -13.5% | -4.7% |
| 3Y | +54.3% | +74.1% | -19.8% | +15.6% |
| 5Y | +24.2% | +66.9% | -42.7% | -5.4% |
| All | -88.8% | +187.6% | -276.4% | -93.6% |
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 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