+5,290.0%
DUKR vs VOO
+77.4%
+5,212.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +4.2% |
| 7D | -4.6% | -0.8% | -3.8% | -8.1% |
| 30D | -3.2% | -1.1% | -2.2% | -8.2% |
| 3M | -18.1% | +3.9% | -22.0% | -6.3% |
| 6M | -32.6% | +13.6% | -46.3% | +13.5% |
| YTD | +2,100.0% | +12.7% | +2,087.3% | +3,729.3% |
| 1Y | +1,303.6% | +17.6% | +1,286.1% | +2,266.7% |
| 3Y | +5,290.0% | +77.3% | +5,212.7% | +14,203.4% |
| All | +5,290.0% | +77.4% | +5,212.6% | +14,203.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling