+84.5%
VTR vs DKS
+13.6%
+70.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.6% |
| 7D | -0.3% | -3.0% | +2.7% | -0.1% |
| 30D | +1.1% | -33.4% | +34.5% | +3.9% |
| 3M | +7.9% | -39.4% | +47.3% | +11.7% |
| 6M | +6.2% | -30.1% | +36.3% | +8.4% |
| YTD | +17.7% | -31.0% | +48.7% | +20.2% |
| 1Y | +32.9% | -40.2% | +73.1% | +37.2% |
| 3Y | +129.7% | +30.9% | +98.7% | +110.8% |
| All | +84.5% | +13.6% | +70.9% | +64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling