+36.9%
DUKB price history and return analytics
+160.6%
-123.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -2.7% | -1.1% | -1.6% | -2.4% |
| 30D | -4.1% | -1.0% | -3.1% | -3.9% |
| 3M | -9.1% | +3.2% | -12.3% | -9.9% |
| 6M | -11.0% | +12.5% | -23.5% | -14.1% |
| YTD | -10.7% | +14.1% | -24.7% | -14.1% |
| 1Y | -10.4% | +18.9% | -29.3% | -14.9% |
| 3Y | +2.6% | +74.1% | -71.5% | -13.7% |
| 5Y | +3.9% | +66.9% | -63.0% | -12.1% |
| All | +36.9% | +160.6% | -123.8% | -3.8% |
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