+55.4%
VXUS vs DKS
+9.4%
+46.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.2% |
| 7D | +1.6% | -0.4% | +2.0% | +1.6% |
| 30D | +1.0% | -36.6% | +37.6% | +6.2% |
| 3M | +5.7% | -37.6% | +43.3% | +11.2% |
| 6M | +13.6% | -32.1% | +45.7% | +17.8% |
| YTD | +17.4% | -32.3% | +49.7% | +21.7% |
| 1Y | +25.1% | -39.5% | +64.6% | +31.4% |
| 3Y | +75.8% | +27.7% | +48.2% | +62.2% |
| 5Y | +55.4% | +15.0% | +40.4% | +37.6% |
| All | +55.4% | +9.4% | +46.0% | +37.6% |
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