+196.8%
DKS vs VEU
+155.0%
+41.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.3% |
| 7D | -3.0% | -1.4% | -1.5% | -1.5% |
| 30D | -33.4% | -0.4% | -33.0% | -33.4% |
| 3M | -39.4% | +2.5% | -41.9% | -41.6% |
| 6M | -30.1% | +11.1% | -41.2% | -38.7% |
| YTD | -31.0% | +16.5% | -47.5% | -42.7% |
| 1Y | -40.2% | +22.9% | -63.1% | -53.1% |
| 3Y | +30.9% | +73.4% | -42.5% | -29.5% |
| 5Y | +14.0% | +56.1% | -42.1% | -30.9% |
| All | +196.8% | +155.0% | +41.8% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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