+67.4%
DUK vs VLTO
+57.1%
+10.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -0.6% | +1.5% | -2.1% | -0.8% |
| 30D | +9.4% | +20.9% | -11.5% | +6.8% |
| 3M | +5.4% | +21.4% | -15.9% | +2.8% |
| 6M | +4.9% | +37.6% | -32.7% | +0.9% |
| YTD | +12.7% | +19.5% | -6.8% | +9.9% |
| 1Y | +7.8% | +22.0% | -14.2% | +4.8% |
| 3Y | +63.3% | +70.7% | -7.4% | +55.4% |
| All | +67.4% | +57.1% | +10.3% | +61.1% |
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