+12.4%
DKS vs VIG
+61.5%
-49.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | -4.7% | -2.2% | -2.5% | -1.5% |
| 30D | -35.1% | -3.2% | -31.8% | -31.7% |
| 3M | -37.7% | +3.0% | -40.8% | -40.2% |
| 6M | -30.7% | +8.1% | -38.9% | -38.0% |
| YTD | -31.9% | +9.1% | -41.0% | -39.8% |
| 1Y | -40.0% | +12.6% | -52.6% | -49.2% |
| 3Y | +28.4% | +55.4% | -27.0% | -29.9% |
| 5Y | +12.4% | +62.8% | -50.4% | -41.2% |
| All | +12.4% | +61.5% | -49.0% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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