+1.8%
DUK vs VXUS
+22.1%
-20.2%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -1.1% |
| 7D | -1.7% | -1.9% | +0.2% | -2.0% |
| 30D | -2.2% | -0.7% | -1.5% | -2.3% |
| 3M | -3.7% | +4.9% | -8.6% | -3.1% |
| 6M | -6.3% | +9.7% | -16.0% | -5.7% |
| YTD | +4.5% | +15.0% | -10.5% | +6.2% |
| 1Y | +1.8% | +22.4% | -20.6% | +4.3% |
| All | +1.8% | +22.1% | -20.2% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling