+5.2%
VUG vs DKS
-29.5%
+34.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.7% | -6.2% | +1.2% |
| 7D | -3.0% | +8.4% | -11.4% | -3.4% |
| 30D | -6.4% | +7.7% | -14.1% | -6.8% |
| 3M | -3.2% | -25.8% | +22.5% | -1.5% |
| 6M | +3.1% | -31.0% | +34.1% | +5.1% |
| YTD | +6.3% | -23.8% | +30.1% | +6.5% |
| 1Y | +5.2% | -29.8% | +35.0% | +6.2% |
| All | +5.2% | -29.5% | +34.7% | +6.2% |
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 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