+469.1%
DK price history and return analytics
+226.9%
+242.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.5% |
| 7D | +3.4% | -2.0% | +5.4% | +6.0% |
| 30D | +17.1% | -1.4% | +18.5% | +19.2% |
| 3M | +56.6% | +4.7% | +51.8% | +46.8% |
| 6M | +86.0% | +11.4% | +74.6% | +56.8% |
| YTD | +156.6% | +13.1% | +143.5% | +111.3% |
| 1Y | +157.7% | +19.0% | +138.7% | +97.9% |
| 3Y | +175.5% | +73.9% | +101.5% | +25.7% |
| 5Y | +444.0% | +65.4% | +378.6% | +163.4% |
| All | +469.1% | +226.9% | +242.2% | +6.5% |
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