+588.9%
VST vs DUK
+52.1%
+536.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.8% | +12.3% | +10.8% |
| 7D | -9.8% | +0.3% | -10.1% | -10.0% |
| 30D | -25.1% | +10.6% | -35.8% | -26.9% |
| 3M | -11.6% | +4.0% | -15.6% | -12.5% |
| 6M | -20.9% | +3.6% | -24.5% | -21.8% |
| YTD | -22.3% | +11.9% | -34.2% | -24.7% |
| 1Y | -32.0% | +6.7% | -38.7% | -33.3% |
| 3Y | +262.4% | +59.4% | +202.9% | +188.8% |
| All | +588.9% | +52.1% | +536.8% | +482.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling