+227.2%
DKS vs VO
+197.6%
+29.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +6.3% | +3.1% | +3.2% | +2.5% |
| 30D | +9.3% | +2.2% | +7.1% | +6.5% |
| 3M | -25.3% | -2.5% | -22.8% | -22.7% |
| 6M | -29.2% | +7.0% | -36.1% | -34.6% |
| YTD | -22.7% | +14.0% | -36.7% | -34.0% |
| 1Y | -30.1% | +15.6% | -45.8% | -41.3% |
| 3Y | +45.6% | +66.2% | -20.5% | -19.7% |
| 5Y | +28.5% | +36.6% | -8.2% | -9.5% |
| All | +227.2% | +197.6% | +29.6% | -13.8% |
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