+1,154.3%
DUKR vs VT
+13.0%
+1,141.3%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | +30.5% |
| 7D | -18.9% | +0.4% | -19.3% | -43.6% |
| 30D | -39.9% | -2.6% | -37.3% | -77.4% |
| 3M | -45.9% | -3.2% | -42.7% | -85.6% |
| 6M | -70.9% | +0.9% | -71.8% | -98.5% |
| YTD | +1,087.8% | +11.3% | +1,076.4% | -100.2% |
| All | +1,154.3% | +13.0% | +1,141.3% | -100.2% |
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