+727.4%
DUKR vs VOO
+115.2%
+612.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +1.0% |
| 7D | -4.1% | -2.0% | -2.1% | -8.2% |
| 30D | -3.4% | -1.7% | -1.8% | -6.8% |
| 3M | -19.2% | +4.7% | -24.0% | -11.6% |
| 6M | -23.3% | +12.6% | -35.8% | -1.9% |
| YTD | +2,091.8% | +11.8% | +2,080.1% | +2,748.4% |
| 1Y | +1,391.7% | +17.5% | +1,374.1% | +1,832.3% |
| 3Y | +5,324.2% | +77.0% | +5,247.3% | +7,802.1% |
| 5Y | +1,351.4% | +82.6% | +1,268.8% | +2,200.8% |
| All | +727.4% | +115.2% | +612.2% | +1,648.6% |
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