+13.5%
VT vs DKS
-34.5%
+48.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.7% | +0.2% |
| 7D | -1.6% | -3.1% | +1.5% | -1.4% |
| 30D | -2.5% | +0.7% | -3.2% | -2.6% |
| 3M | -1.3% | -31.1% | +29.8% | +1.2% |
| 6M | +3.1% | -38.0% | +41.1% | +6.9% |
| YTD | +10.9% | -29.2% | +40.2% | +12.3% |
| All | +13.5% | -34.5% | +48.0% | +15.8% |
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 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