+22.0%
VTR vs DKS
-29.5%
+51.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.7% | -5.2% | +2.1% |
| 7D | +10.0% | +8.4% | +1.6% | +9.6% |
| 30D | +9.6% | +7.7% | +2.0% | +9.3% |
| 3M | -1.2% | -25.8% | +24.5% | -0.4% |
| 6M | +2.8% | -31.0% | +33.8% | +4.1% |
| YTD | +17.4% | -23.8% | +41.2% | +19.0% |
| 1Y | +22.0% | -29.8% | +51.8% | +23.4% |
| All | +22.0% | -29.5% | +51.5% | +23.4% |
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