+30.6%
VCIT vs DKS
+244.9%
-214.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | 0.0% |
| 7D | +0.7% | +3.8% | -3.1% | +0.6% |
| 30D | +1.8% | +8.1% | -6.3% | +1.6% |
| 3M | -1.6% | -28.6% | +27.1% | -1.0% |
| 6M | -2.1% | -33.6% | +31.5% | -1.4% |
| YTD | -1.6% | -23.8% | +22.2% | -1.2% |
| 1Y | -0.8% | -30.7% | +29.9% | -0.3% |
| 3Y | +19.9% | +41.5% | -21.6% | +18.1% |
| 5Y | +3.3% | +23.0% | -19.7% | +1.4% |
| 10Y | +30.6% | +236.0% | -205.3% | +22.8% |
| All | +30.6% | +244.9% | -214.3% | +22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling