+126.0%
DUK price history and return analytics
+229.8%
-103.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.4% |
| 7D | -0.7% | -1.1% | +0.4% | -0.2% |
| 30D | -2.4% | -1.0% | -1.5% | -2.0% |
| 3M | -3.0% | +3.2% | -6.1% | -4.6% |
| 6M | -6.6% | +12.5% | -19.0% | -12.1% |
| YTD | +4.6% | +14.1% | -9.5% | -2.5% |
| 1Y | +1.2% | +18.9% | -17.7% | -7.8% |
| 3Y | +45.7% | +74.1% | -28.4% | +6.0% |
| 5Y | +40.3% | +66.9% | -26.6% | +3.2% |
| All | +126.0% | +229.8% | -103.7% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling