+1,317.8%
VTI vs DKS
+6,016.3%
-4,698.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -2.0% | -4.7% | +2.7% | -1.0% |
| 30D | -1.9% | -35.1% | +33.1% | +6.2% |
| 3M | +4.5% | -37.7% | +42.3% | +13.9% |
| 6M | +12.6% | -30.7% | +43.3% | +19.3% |
| YTD | +12.0% | -31.9% | +43.9% | +18.9% |
| 1Y | +17.3% | -40.0% | +57.3% | +27.7% |
| 3Y | +75.3% | +28.4% | +46.9% | +55.1% |
| 5Y | +74.0% | +12.4% | +61.6% | +51.7% |
| 10Y | +300.0% | +197.8% | +102.2% | +147.3% |
| All | +1,317.8% | +6,016.3% | -4,698.6% | +402.2% |
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