+43.3%
DIS vs VSH
+6.8%
+36.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.7% | -6.1% | -0.9% |
| 7D | +5.2% | -12.9% | +18.2% | +6.4% |
| 30D | +11.5% | -36.9% | +48.3% | +16.0% |
| 3M | +11.5% | -28.8% | +40.3% | +14.1% |
| 6M | +8.9% | -30.3% | +39.2% | +6.4% |
| YTD | +3.4% | +62.4% | -59.0% | -16.8% |
| 1Y | +7.2% | +62.5% | -55.3% | -14.0% |
| 3Y | +43.3% | +7.4% | +35.9% | +18.1% |
| All | +43.3% | +6.8% | +36.5% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling