+12.4%
VT vs DKS
-31.4%
+43.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.9% | -2.3% | +2.2% |
| 7D | +0.4% | +3.8% | -3.5% | +0.1% |
| 30D | -2.6% | +8.1% | -10.7% | -3.2% |
| 3M | -3.2% | -28.6% | +25.4% | -0.8% |
| 6M | +0.9% | -33.6% | +34.5% | +4.2% |
| YTD | +11.3% | -23.8% | +35.1% | +12.1% |
| All | +12.4% | -31.4% | +43.9% | +14.4% |
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