+13.8%
VRT vs DUK
+7.9%
+5.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.4% | -15.3% | -10.5% |
| 7D | -15.4% | +4.9% | -20.3% | -11.2% |
| 30D | -19.0% | +13.8% | -32.8% | -9.1% |
| 3M | -23.8% | +5.2% | -29.0% | -19.8% |
| 6M | -37.9% | +3.5% | -41.3% | -34.3% |
| YTD | +27.0% | +13.5% | +13.5% | +44.1% |
| 1Y | +13.8% | +8.3% | +5.5% | +26.5% |
| All | +13.8% | +7.9% | +5.9% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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