+126.0%
DUK vs VEA
+165.0%
-39.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.0% | -0.4% |
| 7D | -0.7% | -1.5% | +0.8% | 0.0% |
| 30D | -2.4% | -0.8% | -1.6% | -2.1% |
| 3M | -3.0% | +2.5% | -5.5% | -4.3% |
| 6M | -6.6% | +11.1% | -17.7% | -11.6% |
| YTD | +4.6% | +17.2% | -12.6% | -3.8% |
| 1Y | +1.2% | +24.5% | -23.3% | -9.8% |
| 3Y | +45.7% | +75.4% | -29.8% | +7.4% |
| 5Y | +40.3% | +61.1% | -20.8% | +7.3% |
| All | +126.0% | +165.0% | -39.0% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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