+613.2%
DKS vs VEU
+188.7%
+424.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.4% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | -37.7% | +0.7% | -38.4% | -38.3% |
| 3M | -38.9% | +4.7% | -43.6% | -41.8% |
| 6M | -31.1% | +11.6% | -42.7% | -38.2% |
| YTD | -31.8% | +16.8% | -48.6% | -41.3% |
| 1Y | -38.0% | +24.9% | -62.9% | -49.6% |
| 3Y | +28.6% | +75.7% | -47.1% | -21.6% |
| 5Y | +12.5% | +56.1% | -43.6% | -23.8% |
| 10Y | +198.3% | +153.6% | +44.7% | +38.3% |
| All | +613.2% | +188.7% | +424.5% | +194.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling