+36.0%
DUKB vs VOO
+206.5%
-170.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -3.6% | -2.0% | -1.6% | -3.1% |
| 30D | -5.0% | -1.7% | -3.4% | -4.6% |
| 3M | -9.5% | +4.7% | -14.2% | -10.6% |
| 6M | -11.7% | +12.6% | -24.2% | -14.3% |
| YTD | -11.2% | +11.8% | -23.0% | -13.8% |
| 1Y | -10.4% | +17.5% | -27.9% | -14.2% |
| 3Y | +1.6% | +77.0% | -75.4% | -13.3% |
| 5Y | +3.2% | +82.6% | -79.3% | -13.5% |
| All | +36.0% | +206.5% | -170.4% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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