+84.3%
VZ vs DUK
+51.5%
+32.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.1% |
| 7D | +0.2% | +0.7% | -0.5% | -0.2% |
| 30D | +7.1% | -2.0% | +9.2% | +8.3% |
| 3M | +12.8% | +0.2% | +12.6% | +12.6% |
| 6M | +1.8% | -6.9% | +8.7% | +5.7% |
| YTD | +30.0% | +6.1% | +23.8% | +25.6% |
| 1Y | +24.3% | +4.4% | +19.9% | +20.9% |
| 3Y | +84.3% | +49.1% | +35.2% | +46.1% |
| All | +84.3% | +51.5% | +32.8% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling