+125.1%
DUK vs VCIT
+29.0%
+96.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -2.0% | -0.8% | -1.3% | -1.3% |
| 3M | +0.2% | -0.5% | +0.7% | +0.7% |
| 6M | -6.9% | -1.4% | -5.5% | -5.7% |
| YTD | +6.1% | -0.8% | +6.9% | +6.8% |
| 1Y | +4.4% | +0.3% | +4.1% | +4.0% |
| 3Y | +49.1% | +19.2% | +29.9% | +26.1% |
| 5Y | +39.6% | +3.6% | +36.0% | +34.5% |
| 10Y | +125.1% | +29.3% | +95.9% | +75.4% |
| All | +125.1% | +29.0% | +96.2% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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