+305.6%
DIS vs VOO
+777.9%
-472.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.3% |
| YTD | +3.4% | +8.7% | -5.3% | -5.7% |
| 1Y | +7.2% | +11.0% | -3.8% | -4.2% |
| 3Y | +43.3% | +75.5% | -32.1% | -20.4% |
| 5Y | -31.4% | +68.4% | -99.8% | -60.0% |
| 10Y | +37.1% | +315.7% | -278.6% | -68.0% |
| All | +305.6% | +777.9% | -472.2% | -56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling