+148.5%
DUK vs VCIT
+30.2%
+118.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | -0.2% | +0.7% | -1.0% | -0.9% |
| 30D | +9.8% | +1.8% | +8.0% | +8.1% |
| 3M | +3.5% | -1.1% | +4.6% | +4.6% |
| 6M | +5.0% | -1.7% | +6.6% | +6.6% |
| YTD | +12.2% | -1.1% | +13.3% | +13.3% |
| 1Y | +7.2% | -0.4% | +7.6% | +7.5% |
| 3Y | +63.0% | +20.5% | +42.6% | +37.0% |
| 5Y | +52.3% | +3.8% | +48.6% | +46.4% |
| 10Y | +148.5% | +31.2% | +117.3% | +90.4% |
| All | +148.5% | +30.2% | +118.3% | +90.4% |
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