+11.9%
VT vs DKS
-30.4%
+42.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.0% | -0.6% |
| 7D | -0.1% | +9.4% | -9.6% | -0.7% |
| 30D | -3.1% | +9.8% | -12.8% | -3.7% |
| 3M | -3.5% | -29.3% | +25.8% | -0.8% |
| 6M | +0.5% | -32.6% | +33.0% | +3.6% |
| YTD | +10.8% | -22.6% | +33.4% | +11.4% |
| 1Y | +11.9% | -29.8% | +41.7% | +13.7% |
| All | +11.9% | -30.4% | +42.3% | +13.7% |
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