-22.5%
DIS vs VNQ
+6.7%
-29.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | +0.8% | +1.1% | +1.3% |
| 30D | +9.2% | +6.8% | +2.4% | +4.2% |
| 3M | +13.5% | -1.3% | +14.8% | +14.6% |
| 6M | +14.3% | +2.4% | +11.9% | +12.3% |
| YTD | +5.4% | +12.1% | -6.7% | -2.9% |
| 1Y | +12.2% | +12.0% | +0.2% | +3.4% |
| 3Y | +37.2% | +44.8% | -7.6% | +3.2% |
| All | -22.5% | +6.7% | -29.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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