-4.3%
DIS vs VG
-39.3%
+35.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.7% |
| 7D | -2.6% | +1.7% | -4.3% | -2.7% |
| 30D | +3.5% | +16.0% | -12.5% | +2.6% |
| 3M | +6.8% | +9.7% | -2.9% | +5.9% |
| 6M | +3.0% | +29.6% | -26.6% | -1.0% |
| YTD | -6.7% | +112.0% | -118.7% | -15.3% |
| 1Y | -10.1% | +12.8% | -22.9% | -13.2% |
| All | -4.3% | -39.3% | +35.0% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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