+1,083.1%
VST vs DUK
+147.8%
+935.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.1% | +7.2% |
| 7D | -0.5% | -0.2% | -0.3% | -0.7% |
| 30D | -17.1% | +9.8% | -26.9% | -20.9% |
| 3M | -4.6% | +3.5% | -8.1% | -6.6% |
| 6M | -9.1% | +5.0% | -14.0% | -12.0% |
| YTD | -16.6% | +12.2% | -28.8% | -21.8% |
| 1Y | -29.5% | +7.2% | -36.7% | -32.6% |
| 3Y | +297.5% | +63.0% | +234.5% | +192.7% |
| 5Y | +654.5% | +52.3% | +602.2% | +473.3% |
| 10Y | +1,205.2% | +148.5% | +1,056.7% | +760.7% |
| All | +1,083.1% | +147.8% | +935.4% | +678.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling