+712.2%
DUKR vs VT
+53.4%
+658.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +4.4% |
| 7D | -21.7% | -2.3% | -19.4% | -26.0% |
| 30D | -41.9% | -5.0% | -36.9% | -48.3% |
| 3M | -46.8% | -4.9% | -41.9% | -52.7% |
| 6M | -62.5% | -1.5% | -60.9% | -65.2% |
| YTD | +1,126.5% | +8.5% | +1,118.0% | +1,307.9% |
| 1Y | +1,358.7% | +11.4% | +1,347.4% | +1,566.3% |
| 3Y | +2,935.4% | +70.1% | +2,865.3% | +3,767.1% |
| All | +712.2% | +53.4% | +658.8% | +936.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling