+327.7%
DIS vs VEU
+176.1%
+151.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | -0.3% |
| 7D | +5.3% | +0.8% | +4.6% | +4.6% |
| 30D | +10.2% | -1.6% | +11.9% | +11.6% |
| 3M | +13.5% | -4.2% | +17.7% | +17.3% |
| 6M | +11.1% | -1.5% | +12.6% | +11.4% |
| YTD | +5.5% | +11.7% | -6.2% | -5.3% |
| 1Y | +9.1% | +15.6% | -6.5% | -4.9% |
| 3Y | +36.0% | +71.7% | -35.7% | -16.0% |
| 5Y | -29.8% | +49.5% | -79.3% | -50.9% |
| 10Y | +36.6% | +145.6% | -109.0% | -36.4% |
| All | +327.7% | +176.1% | +151.7% | +53.4% |
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