+15.5%
DKS vs VEU
+55.0%
-39.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.4% |
| 7D | -3.0% | -1.4% | -1.5% | -1.6% |
| 30D | -33.4% | -0.4% | -33.0% | -33.4% |
| 3M | -39.4% | +2.5% | -41.9% | -41.4% |
| 6M | -30.1% | +11.1% | -41.2% | -38.3% |
| YTD | -31.0% | +16.5% | -47.5% | -42.3% |
| 1Y | -40.2% | +22.9% | -63.1% | -52.7% |
| 3Y | +30.9% | +73.4% | -42.5% | -28.2% |
| All | +15.5% | +55.0% | -39.4% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling