+2,563.5%
DUK vs VSH
+1,656.4%
+907.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +0.9% |
| 7D | +0.7% | +6.2% | -5.5% | +0.2% |
| 30D | -2.0% | -11.1% | +9.1% | -1.3% |
| 3M | +0.2% | -44.9% | +45.1% | +3.9% |
| 6M | -6.9% | +90.0% | -96.9% | -13.0% |
| YTD | +6.1% | +118.8% | -112.6% | -2.2% |
| 1Y | +4.4% | +109.0% | -104.5% | -3.7% |
| 3Y | +49.1% | +35.6% | +13.5% | +40.1% |
| 5Y | +39.6% | +66.7% | -27.1% | +27.7% |
| 10Y | +125.1% | +167.9% | -42.8% | +93.6% |
| All | +2,563.5% | +1,656.4% | +907.1% | +1,656.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling