+8.3%
DIS vs VCLT
-3.2%
+11.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.2% |
| 7D | +9.1% | +0.4% | +8.7% | +8.7% |
| 30D | +14.8% | +3.9% | +10.9% | +11.0% |
| 3M | +21.2% | -1.9% | +23.1% | +23.2% |
| 6M | +18.3% | -2.6% | +20.9% | +21.1% |
| YTD | +5.4% | -3.1% | +8.5% | +7.9% |
| 1Y | +8.3% | -3.6% | +11.8% | +11.2% |
| All | +8.3% | -3.2% | +11.5% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling