+5.6%
VNQ vs DKS
-38.6%
+44.2%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.6% |
| 7D | -1.3% | -2.0% | +0.8% | -1.1% |
| 30D | -2.6% | -32.7% | +30.2% | +0.6% |
| 3M | -2.0% | -38.8% | +36.8% | +2.5% |
| 6M | +4.3% | -29.4% | +33.8% | +6.8% |
| YTD | +9.2% | -30.3% | +39.5% | +12.0% |
| 1Y | +5.6% | -39.6% | +45.2% | +9.9% |
| All | +5.6% | -38.6% | +44.2% | +9.9% |
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