+1,608.0%
DKS vs VO
+825.6%
+782.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +6.3% | +3.1% | +3.2% | +2.8% |
| 30D | +9.3% | +2.2% | +7.1% | +6.8% |
| 3M | -25.3% | -2.5% | -22.8% | -22.9% |
| 6M | -29.2% | +7.0% | -36.1% | -34.2% |
| YTD | -22.7% | +14.0% | -36.7% | -33.1% |
| 1Y | -30.1% | +15.6% | -45.8% | -40.4% |
| 3Y | +45.6% | +66.2% | -20.5% | -15.5% |
| 5Y | +28.5% | +36.6% | -8.2% | -6.2% |
| 10Y | +235.2% | +199.0% | +36.2% | +8.0% |
| All | +1,608.0% | +825.6% | +782.4% | +39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling