+31.9%
DIS vs VO
+197.6%
-165.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | +3.1% | -1.2% | -1.1% |
| 30D | +9.2% | +2.2% | +7.0% | +6.8% |
| 3M | +13.5% | -2.5% | +16.0% | +16.1% |
| 6M | +14.3% | +7.0% | +7.3% | +6.6% |
| YTD | +5.4% | +14.0% | -8.6% | -7.6% |
| 1Y | +12.2% | +15.6% | -3.5% | -3.1% |
| 3Y | +37.2% | +66.2% | -29.0% | -16.4% |
| 5Y | -23.1% | +36.6% | -59.8% | -43.5% |
| All | +31.9% | +197.6% | -165.8% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling