-51.5%
DKI vs VOO
+21.9%
-73.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.8% | +6.8% | +4.7% |
| 7D | -7.8% | -0.8% | -7.0% | -4.9% |
| 30D | -35.9% | -1.1% | -34.8% | -33.2% |
| 3M | -53.1% | +3.9% | -57.0% | -59.7% |
| 6M | +511.5% | +13.6% | +497.9% | +332.0% |
| YTD | +741.8% | +12.7% | +729.1% | +533.7% |
| 1Y | -57.4% | +17.6% | -75.0% | -57.6% |
| All | -51.5% | +21.9% | -73.4% | -40.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling