+40.7%
DUKB vs VT
+163.5%
-122.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.0% | +0.4% | -1.5% | -1.2% |
| 30D | -3.4% | +1.0% | -4.4% | -3.7% |
| 3M | -6.9% | +2.4% | -9.2% | -7.5% |
| 6M | -9.1% | +12.0% | -21.1% | -12.1% |
| YTD | -8.2% | +15.3% | -23.5% | -12.0% |
| 1Y | -6.3% | +22.6% | -28.9% | -11.8% |
| 3Y | +5.2% | +74.7% | -69.5% | -11.5% |
| 5Y | +7.0% | +66.1% | -59.1% | -9.3% |
| All | +40.7% | +163.5% | -122.8% | -1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling