+36.3%
DIS vs VEU
+144.2%
-107.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.7% |
| 7D | +4.4% | +0.5% | +3.9% | +3.9% |
| 30D | +10.3% | -2.3% | +12.6% | +12.5% |
| 3M | +15.5% | -4.4% | +19.9% | +19.9% |
| 6M | +11.2% | -2.2% | +13.4% | +12.1% |
| YTD | +5.6% | +10.9% | -5.4% | -6.0% |
| 1Y | +7.7% | +13.4% | -5.6% | -6.1% |
| 3Y | +39.3% | +69.7% | -30.4% | -19.1% |
| 5Y | -29.5% | +50.0% | -79.5% | -53.7% |
| 10Y | +36.3% | +145.8% | -109.5% | -34.5% |
| All | +36.3% | +144.2% | -107.9% | -34.5% |
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