+278.2%
DIS vs VEU
+192.1%
+86.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.2% |
| 7D | -2.6% | +1.1% | -3.7% | -3.5% |
| 30D | +3.5% | +2.2% | +1.3% | +1.6% |
| 3M | +6.8% | +3.0% | +3.8% | +3.5% |
| 6M | +3.0% | +10.9% | -7.9% | -6.5% |
| YTD | -6.7% | +18.2% | -24.9% | -20.0% |
| 1Y | -10.1% | +28.3% | -38.4% | -28.1% |
| 3Y | +33.0% | +74.6% | -41.6% | -18.7% |
| 5Y | -40.0% | +56.4% | -96.4% | -59.4% |
| 10Y | +21.1% | +153.0% | -132.0% | -45.0% |
| All | +278.2% | +192.1% | +86.0% | +29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling