+45.6%
DUK vs VSH
+33.8%
+11.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.9% |
| 7D | -1.7% | +3.1% | -4.8% | -1.6% |
| 30D | -2.2% | -5.7% | +3.5% | -2.4% |
| 3M | -3.7% | -42.5% | +38.8% | -5.3% |
| 6M | -6.3% | +82.7% | -89.0% | -4.5% |
| YTD | +4.5% | +118.2% | -113.7% | +7.1% |
| 1Y | +1.8% | +109.7% | -107.8% | +4.4% |
| All | +45.6% | +33.8% | +11.8% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling