+30.8%
VNQ vs DKS
+29.1%
+1.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.5% |
| 7D | -1.3% | -3.0% | +1.7% | -0.9% |
| 30D | -2.6% | -33.4% | +30.8% | +1.9% |
| 3M | -2.0% | -39.4% | +37.3% | +3.8% |
| 6M | +4.3% | -30.1% | +34.4% | +7.9% |
| YTD | +9.2% | -31.0% | +40.2% | +13.0% |
| 1Y | +5.6% | -40.2% | +45.8% | +11.4% |
| 3Y | +30.8% | +30.9% | -0.1% | +2.3% |
| All | +30.8% | +29.1% | +1.7% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling