+192.6%
DKS vs VO
+197.9%
-5.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +1.0% |
| 7D | -4.7% | -2.5% | -2.3% | -1.8% |
| 30D | -35.1% | -3.2% | -31.8% | -32.3% |
| 3M | -37.7% | +3.9% | -41.6% | -40.5% |
| 6M | -30.7% | +9.6% | -40.4% | -38.1% |
| YTD | -31.9% | +11.6% | -43.5% | -40.4% |
| 1Y | -40.0% | +12.6% | -52.6% | -48.0% |
| 3Y | +28.4% | +55.4% | -27.0% | -23.3% |
| 5Y | +12.4% | +41.8% | -29.4% | -24.3% |
| All | +192.6% | +197.9% | -5.3% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling