+31.9%
DIS vs VEU
+149.9%
-118.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | +1.9% | +2.1% | -0.2% | 0.0% |
| 30D | +9.2% | -0.9% | +10.1% | +9.9% |
| 3M | +13.5% | -5.4% | +18.9% | +18.9% |
| 6M | +14.3% | -1.8% | +16.1% | +14.8% |
| YTD | +5.4% | +10.9% | -5.6% | -6.2% |
| 1Y | +12.2% | +13.6% | -1.4% | -2.5% |
| 3Y | +37.2% | +69.3% | -32.1% | -20.2% |
| 5Y | -23.1% | +48.1% | -71.2% | -48.9% |
| All | +31.9% | +149.9% | -118.0% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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