+526.0%
DIS vs VO
+799.0%
-273.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | +1.8% |
| 7D | +5.7% | -3.3% | +9.0% | +9.0% |
| 30D | +12.7% | -1.8% | +14.5% | +14.6% |
| 3M | +15.2% | -3.4% | +18.6% | +18.7% |
| 6M | +17.6% | +3.0% | +14.6% | +13.9% |
| YTD | +3.8% | +10.7% | -6.9% | -5.9% |
| 1Y | +6.8% | +11.8% | -5.0% | -4.1% |
| 3Y | +42.1% | +60.4% | -18.3% | -8.7% |
| 5Y | -31.2% | +33.6% | -64.8% | -47.3% |
| 10Y | +37.6% | +202.0% | -164.4% | -50.2% |
| All | +526.0% | +799.0% | -273.1% | -26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling