+126.0%
DUK vs VGT
+820.0%
-694.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.2% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | -2.4% | -0.4% | -2.0% | -2.4% |
| 3M | -3.0% | +4.4% | -7.4% | -4.0% |
| 6M | -6.6% | +32.1% | -38.6% | -12.0% |
| YTD | +4.6% | +28.8% | -24.2% | -1.2% |
| 1Y | +1.2% | +35.3% | -34.1% | -5.6% |
| 3Y | +45.7% | +124.8% | -79.1% | +15.9% |
| 5Y | +40.3% | +137.9% | -97.6% | +6.9% |
| All | +126.0% | +820.0% | -694.0% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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