+40.2%
DUK vs VO
+40.2%
0.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -1.7% | -2.5% | +0.8% | -1.0% |
| 30D | -2.2% | -3.2% | +1.0% | -1.3% |
| 3M | -3.7% | +3.9% | -7.6% | -4.8% |
| 6M | -6.3% | +9.6% | -16.0% | -9.0% |
| YTD | +4.5% | +11.6% | -7.1% | +0.9% |
| 1Y | +1.8% | +12.6% | -10.8% | -2.1% |
| 3Y | +46.8% | +55.4% | -8.6% | +24.8% |
| 5Y | +40.2% | +41.8% | -1.6% | +17.9% |
| All | +40.2% | +40.2% | 0.0% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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