+125.9%
DUK vs VXUS
+148.6%
-22.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.3% |
| 7D | -1.7% | -1.9% | +0.2% | -0.9% |
| 30D | -2.2% | -0.7% | -1.5% | -2.0% |
| 3M | -3.7% | +4.9% | -8.6% | -5.9% |
| 6M | -6.3% | +9.7% | -16.0% | -10.7% |
| YTD | +4.5% | +15.0% | -10.5% | -2.7% |
| 1Y | +1.8% | +22.4% | -20.6% | -8.1% |
| 3Y | +46.8% | +72.2% | -25.4% | +10.5% |
| 5Y | +40.2% | +52.6% | -12.4% | +11.4% |
| All | +125.9% | +148.6% | -22.7% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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