-7.0%
DUKB vs VT
+21.4%
-28.3%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | 0.0% | +1.0% | -1.1% | -0.3% |
| 30D | -2.5% | -0.2% | -2.3% | -2.4% |
| 3M | -6.6% | +4.5% | -11.1% | -7.4% |
| 6M | -8.9% | +14.1% | -23.0% | -11.3% |
| YTD | -8.2% | +14.8% | -22.9% | -10.9% |
| 1Y | -7.0% | +21.2% | -28.1% | -11.3% |
| All | -7.0% | +21.4% | -28.3% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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