+715.8%
VTV vs DKS
+1,410.0%
-694.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.5% |
| 7D | -0.7% | -2.9% | +2.2% | 0.0% |
| 30D | -0.5% | -37.7% | +37.2% | +8.6% |
| 3M | +5.3% | -38.9% | +44.2% | +15.2% |
| 6M | +12.9% | -31.1% | +44.0% | +19.7% |
| YTD | +18.5% | -31.8% | +50.3% | +25.7% |
| 1Y | +25.3% | -38.0% | +63.3% | +35.2% |
| 3Y | +68.2% | +28.6% | +39.6% | +47.5% |
| 5Y | +80.6% | +12.5% | +68.1% | +55.2% |
| 10Y | +232.9% | +198.3% | +34.6% | +98.1% |
| All | +715.8% | +1,410.0% | -694.3% | +177.3% |
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