-42.2%
DIS vs VNQ
+5.0%
-47.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.1% |
| 7D | -3.5% | -0.9% | -2.6% | -2.9% |
| 30D | +1.0% | -2.2% | +3.2% | +2.6% |
| 3M | +5.7% | -1.9% | +7.6% | +7.2% |
| 6M | +3.3% | +3.2% | 0.0% | +0.9% |
| YTD | -7.7% | +9.4% | -17.1% | -13.4% |
| 1Y | -10.0% | +7.5% | -17.5% | -14.5% |
| 3Y | +31.7% | +31.1% | +0.7% | +6.9% |
| 5Y | -42.2% | +6.6% | -48.8% | -46.1% |
| All | -42.2% | +5.0% | -47.2% | -46.1% |
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