-7.3%
DIS vs VEA
+24.3%
-31.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.1% |
| 7D | -1.3% | -2.1% | +0.8% | -0.4% |
| 30D | +2.2% | -1.1% | +3.3% | +2.6% |
| 3M | +8.1% | +5.1% | +3.1% | +5.3% |
| 6M | +5.2% | +9.8% | -4.5% | +0.3% |
| YTD | -6.3% | +15.9% | -22.2% | -14.5% |
| 1Y | -7.3% | +24.6% | -31.8% | -18.1% |
| All | -7.3% | +24.3% | -31.6% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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