-31.9%
DIS vs VOO
+67.9%
-99.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | +5.2% | -2.7% | +7.9% | +8.0% |
| 30D | +11.5% | -5.4% | +16.8% | +17.5% |
| 3M | +11.5% | -4.1% | +15.6% | +15.8% |
| 6M | +8.9% | +0.7% | +8.1% | +7.1% |
| YTD | +3.4% | +8.7% | -5.3% | -6.0% |
| 1Y | +7.2% | +11.0% | -3.8% | -4.6% |
| 3Y | +43.3% | +75.5% | -32.1% | -23.6% |
| All | -31.9% | +67.9% | -99.8% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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