+44.7%
DKS vs VLTO
+54.8%
-10.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.4% |
| 7D | -2.1% | +5.4% | -7.5% | -4.7% |
| 30D | +7.3% | +22.3% | -15.0% | -3.2% |
| 3M | -28.4% | +19.6% | -48.0% | -34.6% |
| 6M | -36.9% | +35.2% | -72.0% | -45.8% |
| YTD | -27.3% | +17.9% | -45.2% | -33.4% |
| 1Y | -33.2% | +19.5% | -52.8% | -39.4% |
| 3Y | +32.2% | +73.9% | -41.8% | +5.4% |
| All | +44.7% | +54.8% | -10.1% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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