+12.5%
DKS vs VO
+42.2%
-29.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.8% |
| 7D | -2.9% | -0.6% | -2.3% | -2.1% |
| 30D | -37.7% | -1.9% | -35.8% | -36.1% |
| 3M | -38.9% | +3.3% | -42.2% | -41.3% |
| 6M | -31.1% | +9.7% | -40.8% | -38.7% |
| YTD | -31.8% | +12.6% | -44.4% | -41.3% |
| 1Y | -38.0% | +13.6% | -51.7% | -47.1% |
| 3Y | +28.6% | +56.8% | -28.2% | -25.0% |
| 5Y | +12.5% | +42.3% | -29.7% | -26.2% |
| All | +12.5% | +42.2% | -29.7% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling