+1,153.0%
DUKR vs VT
+20.4%
+1,132.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | -8.7% |
| 7D | -7.2% | -0.1% | -7.1% | -11.0% |
| 30D | -2.1% | -0.7% | -1.4% | -16.9% |
| 3M | -18.0% | +4.0% | -22.0% | -24.4% |
| 6M | -27.6% | +12.3% | -39.9% | -91.1% |
| YTD | +2,042.9% | +14.0% | +2,028.8% | +258.3% |
| 1Y | +1,153.0% | +20.3% | +1,132.7% | +66.0% |
| All | +1,153.0% | +20.4% | +1,132.5% | +66.0% |
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