+61.8%
VNQ vs DKS
+206.3%
-144.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.3% |
| 7D | -1.3% | -2.0% | +0.8% | -0.9% |
| 30D | -2.6% | -32.7% | +30.2% | +3.0% |
| 3M | -2.0% | -38.8% | +36.8% | +5.2% |
| 6M | +4.3% | -29.4% | +33.8% | +8.9% |
| YTD | +9.2% | -30.3% | +39.5% | +14.1% |
| 1Y | +5.6% | -39.6% | +45.2% | +12.8% |
| 3Y | +30.8% | +32.2% | -1.3% | +17.0% |
| 5Y | +8.0% | +15.1% | -7.1% | -4.9% |
| All | +61.8% | +206.3% | -144.6% | +1.4% |
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