-88.0%
DUOT price history and return analytics
+187.5%
-275.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -2.3% |
| 7D | +2.2% | -0.1% | +2.3% | +2.3% |
| 30D | -1.1% | -0.7% | -0.5% | -0.7% |
| 3M | -22.5% | +4.0% | -26.5% | -24.5% |
| 6M | +17.5% | +12.3% | +5.2% | +9.4% |
| YTD | -21.8% | +14.0% | -35.8% | -27.6% |
| 1Y | +33.3% | +20.3% | +13.0% | +19.8% |
| 3Y | +67.3% | +75.4% | -8.1% | +24.9% |
| 5Y | +33.3% | +66.0% | -32.6% | +1.8% |
| All | -88.0% | +187.5% | -275.6% | -93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling