+126.0%
DUK vs VNQ
+64.0%
+62.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.4% |
| 7D | -0.7% | -1.3% | +0.6% | +0.1% |
| 30D | -2.4% | -2.6% | +0.1% | -0.8% |
| 3M | -3.0% | -2.0% | -1.0% | -1.8% |
| 6M | -6.6% | +4.3% | -10.9% | -9.1% |
| YTD | +4.6% | +9.2% | -4.7% | -1.3% |
| 1Y | +1.2% | +5.6% | -4.4% | -2.5% |
| 3Y | +45.7% | +30.8% | +14.8% | +20.2% |
| 5Y | +40.3% | +8.0% | +32.3% | +29.4% |
| All | +126.0% | +64.0% | +62.0% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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