+69.3%
DUK vs VLTO
+56.4%
+13.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +1.9% | +1.0% | +0.9% | +1.8% |
| 30D | +8.9% | +17.5% | -8.6% | +6.6% |
| 3M | +5.6% | +21.4% | -15.8% | +2.9% |
| 6M | +7.0% | +38.1% | -31.2% | +2.8% |
| YTD | +14.0% | +19.0% | -5.0% | +11.3% |
| 1Y | +9.1% | +20.7% | -11.6% | +6.2% |
| 3Y | +67.6% | +64.3% | +3.3% | +59.8% |
| All | +69.3% | +56.4% | +13.0% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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