+644.6%
VRT vs DKS
+26.6%
+618.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.9% | +8.5% | +5.3% |
| 7D | +13.6% | -0.4% | +14.1% | +13.6% |
| 30D | +6.8% | -36.6% | +43.4% | +22.4% |
| 3M | -3.2% | -37.6% | +34.4% | +10.8% |
| 6M | +20.3% | -32.1% | +52.4% | +31.8% |
| YTD | +79.6% | -32.3% | +111.9% | +96.8% |
| 1Y | +139.0% | -39.5% | +178.5% | +173.4% |
| All | +644.6% | +26.6% | +618.0% | +527.9% |
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 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