+825.1%
DKS vs VIG
+623.5%
+201.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.2% |
| 7D | +3.0% | -0.4% | +3.4% | +3.6% |
| 30D | -30.5% | -1.0% | -29.6% | -29.5% |
| 3M | -35.7% | +2.8% | -38.5% | -37.8% |
| 6M | -29.7% | +8.2% | -37.9% | -36.4% |
| YTD | -28.9% | +11.0% | -39.9% | -37.7% |
| 1Y | -35.9% | +16.1% | -52.0% | -46.8% |
| 3Y | +28.2% | +56.2% | -28.0% | -26.0% |
| 5Y | +11.8% | +63.0% | -51.2% | -37.9% |
| 10Y | +211.6% | +241.4% | -29.8% | -31.3% |
| All | +825.1% | +623.5% | +201.5% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling