-29.5%
DIS vs VEA
+53.9%
-83.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.7% |
| 7D | +4.4% | 0.0% | +4.4% | +4.4% |
| 30D | +10.3% | -1.4% | +11.7% | +11.5% |
| 3M | +15.5% | -4.1% | +19.6% | +19.2% |
| 6M | +11.2% | -1.3% | +12.5% | +11.2% |
| YTD | +5.6% | +12.1% | -6.5% | -6.7% |
| 1Y | +7.7% | +16.1% | -8.3% | -7.8% |
| 3Y | +39.3% | +73.0% | -33.7% | -21.4% |
| 5Y | -29.5% | +55.1% | -84.6% | -56.5% |
| All | -29.5% | +53.9% | -83.4% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling