+5,598.2%
DKS vs VICR
+3,140.2%
+2,458.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +1.8% |
| 7D | -2.9% | +1.3% | -4.2% | -3.3% |
| 30D | -37.7% | -11.9% | -25.8% | -36.6% |
| 3M | -38.9% | -35.1% | -3.8% | -35.4% |
| 6M | -31.1% | +8.1% | -39.2% | -37.1% |
| YTD | -31.8% | +67.8% | -99.6% | -44.4% |
| 1Y | -38.0% | +267.3% | -305.3% | -58.5% |
| 3Y | +28.6% | +191.2% | -162.6% | -16.4% |
| 5Y | +12.5% | +48.1% | -35.5% | -23.3% |
| 10Y | +198.3% | +1,546.1% | -1,347.8% | -0.7% |
| All | +5,598.2% | +3,140.2% | +2,458.0% | +1,206.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling