-83.9%
DKNX vs VT
+23.2%
-107.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | +4.5% | -28.3% | -27.8% |
| 7D | -23.8% | +4.5% | -28.3% | -27.8% |
| 30D | -23.8% | +4.5% | -28.3% | -27.8% |
| 3M | -23.8% | +4.5% | -28.3% | -27.8% |
| 6M | -19.0% | +9.9% | -28.9% | -29.8% |
| YTD | -65.0% | +15.2% | -80.3% | -73.1% |
| All | -83.9% | +23.2% | -107.2% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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