+1.2%
DUK vs VSH
+119.5%
-118.3%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | +0.3% |
| 7D | -0.7% | +4.8% | -5.4% | -0.4% |
| 30D | -2.4% | -0.7% | -1.7% | -2.4% |
| 3M | -3.0% | -43.1% | +40.1% | -5.3% |
| 6M | -6.6% | +91.8% | -98.3% | -3.5% |
| YTD | +4.6% | +131.6% | -127.1% | +9.3% |
| 1Y | +1.2% | +118.1% | -116.9% | +5.6% |
| All | +1.2% | +119.5% | -118.3% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling