-34.9%
VST vs DUK
+7.9%
-42.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +2.4% | -16.3% | -13.2% |
| 7D | -15.7% | +4.9% | -20.6% | -14.9% |
| 30D | -17.0% | +13.8% | -30.8% | -16.4% |
| 3M | -15.9% | +5.2% | -21.1% | -15.1% |
| 6M | -25.0% | +3.5% | -28.4% | -24.3% |
| YTD | -25.1% | +13.5% | -38.6% | -25.9% |
| 1Y | -34.9% | +8.3% | -43.2% | -34.3% |
| All | -34.9% | +7.9% | -42.7% | -34.3% |
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