+822.6%
VOO vs DKS
+613.8%
+208.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | +0.4% |
| 7D | +0.5% | -0.4% | +1.0% | +0.6% |
| 30D | -0.9% | -36.6% | +35.7% | +6.7% |
| 3M | +3.9% | -37.6% | +41.5% | +11.9% |
| 6M | +14.5% | -32.1% | +46.6% | +20.9% |
| YTD | +13.0% | -32.3% | +45.3% | +19.1% |
| 1Y | +19.4% | -39.5% | +58.9% | +28.3% |
| 3Y | +78.9% | +27.7% | +51.2% | +60.7% |
| 5Y | +82.3% | +15.0% | +67.3% | +60.3% |
| 10Y | +314.2% | +192.6% | +121.6% | +173.1% |
| All | +822.6% | +613.8% | +208.8% | +339.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling