+430.9%
DK price history and return analytics
+221.8%
+209.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.5% |
| 7D | +7.6% | +2.4% | +5.3% | +4.6% |
| 30D | -12.9% | -1.5% | -11.4% | -11.5% |
| 3M | +0.8% | -4.1% | +4.9% | +5.6% |
| 6M | +57.4% | +0.6% | +56.9% | +53.8% |
| YTD | +135.8% | +11.0% | +124.7% | +97.5% |
| 1Y | +77.7% | +13.3% | +64.3% | +44.6% |
| 3Y | +194.3% | +73.4% | +120.9% | +34.0% |
| 5Y | +341.5% | +57.4% | +284.1% | +128.1% |
| All | +430.9% | +221.8% | +209.2% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling