+40.9%
DUK vs VGT
+136.3%
-95.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | +0.1% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -2.4% | -0.4% | -2.0% | -2.4% |
| 3M | -3.0% | +4.4% | -7.4% | -2.9% |
| 6M | -6.6% | +32.1% | -38.6% | -6.9% |
| YTD | +4.6% | +28.8% | -24.2% | +4.3% |
| 1Y | +1.2% | +35.3% | -34.1% | +0.7% |
| 3Y | +45.7% | +124.8% | -79.1% | +35.9% |
| All | +40.9% | +136.3% | -95.4% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling