+15.5%
DKS vs VICR
+57.6%
-42.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.2% | -9.7% | -0.1% |
| 7D | -3.0% | +5.0% | -7.9% | -3.7% |
| 30D | -33.4% | -12.5% | -20.9% | -32.5% |
| 3M | -39.4% | -33.6% | -5.8% | -37.2% |
| 6M | -30.1% | +10.7% | -40.8% | -34.8% |
| YTD | -31.0% | +80.6% | -111.5% | -41.3% |
| 1Y | -40.2% | +288.4% | -328.5% | -56.1% |
| 3Y | +30.9% | +213.8% | -182.8% | -6.1% |
| All | +15.5% | +57.6% | -42.1% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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