+20.2%
VZ vs DKS
+21.0%
-0.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +2.1% | -2.1% | +4.2% | +2.2% |
| 30D | +1.4% | +7.3% | -6.0% | +1.1% |
| 3M | -1.3% | -28.4% | +27.2% | -0.2% |
| 6M | -0.5% | -36.9% | +36.4% | +1.1% |
| YTD | +19.6% | -27.3% | +47.0% | +20.7% |
| 1Y | +22.4% | -33.2% | +55.6% | +23.9% |
| 3Y | +55.9% | +32.2% | +23.7% | +49.4% |
| All | +20.2% | +21.0% | -0.8% | +13.9% |
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