-29.8%
DKS vs VYM
+21.8%
-51.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.2% | +6.5% | +5.7% |
| 7D | +8.4% | +1.2% | +7.3% | +6.5% |
| 30D | +7.7% | +5.2% | +2.4% | -0.7% |
| 3M | -25.8% | +0.5% | -26.3% | -26.0% |
| 6M | -31.0% | +7.7% | -38.7% | -37.8% |
| YTD | -23.8% | +17.2% | -41.0% | -40.1% |
| 1Y | -29.8% | +21.7% | -51.5% | -48.4% |
| All | -29.8% | +21.8% | -51.6% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling