+165.8%
VXUS vs DKS
+461.5%
-295.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.5% |
| 7D | +2.3% | +3.3% | -1.0% | +1.7% |
| 30D | -2.2% | +5.9% | -8.1% | -3.3% |
| 3M | -5.4% | -27.4% | +22.0% | -1.6% |
| 6M | -1.2% | -32.6% | +31.4% | +3.7% |
| YTD | +10.4% | -24.8% | +35.2% | +13.4% |
| 1Y | +11.8% | -32.8% | +44.7% | +17.0% |
| 3Y | +68.4% | +39.1% | +29.3% | +50.0% |
| 5Y | +45.9% | +25.0% | +20.9% | +27.4% |
| 10Y | +144.7% | +226.2% | -81.4% | +62.6% |
| All | +165.8% | +461.5% | -295.7% | +28.7% |
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