+103.5%
V vs DKS
+26.9%
+76.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | +0.6% | +9.4% | -8.8% | -0.6% |
| 30D | +9.7% | +9.8% | 0.0% | +8.4% |
| 3M | +17.3% | -29.3% | +46.6% | +21.6% |
| 6M | +33.2% | -32.6% | +65.8% | +38.7% |
| YTD | +21.3% | -22.6% | +43.9% | +23.2% |
| 1Y | +27.3% | -29.8% | +57.2% | +31.2% |
| 3Y | +76.1% | +43.2% | +32.9% | +55.1% |
| 5Y | +103.5% | +29.8% | +73.6% | +66.7% |
| All | +103.5% | +26.9% | +76.6% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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