+8.1%
DUKZ vs VOO
+38.4%
-30.3%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -0.6% | -2.0% | +1.4% | -0.3% |
| 30D | -0.8% | -1.7% | +0.9% | -0.6% |
| 3M | -0.4% | +4.7% | -5.1% | -1.0% |
| 6M | +0.5% | +12.6% | -12.0% | -1.1% |
| YTD | +1.0% | +11.8% | -10.7% | -0.5% |
| 1Y | +1.9% | +17.5% | -15.6% | -0.2% |
| All | +8.1% | +38.4% | -30.3% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling