+14.1%
VNQ vs DKS
-29.5%
+43.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +7.7% | -4.5% | +2.5% |
| 7D | +6.8% | +8.4% | -1.6% | +6.1% |
| 30D | +10.0% | +7.7% | +2.3% | +9.2% |
| 3M | 0.0% | -25.8% | +25.7% | +2.2% |
| 6M | +4.5% | -31.0% | +35.5% | +7.8% |
| YTD | +13.9% | -23.8% | +37.7% | +16.1% |
| 1Y | +14.1% | -29.8% | +43.9% | +17.0% |
| All | +14.1% | -29.5% | +43.5% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling