-41.1%
DIS vs VSH
+64.7%
-105.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.2% | -2.5% |
| 7D | -2.6% | +4.1% | -6.6% | -3.3% |
| 30D | +3.5% | -4.2% | +7.6% | +3.9% |
| 3M | +6.8% | -50.0% | +56.8% | +20.9% |
| 6M | +3.0% | +80.2% | -77.2% | -19.3% |
| YTD | -6.7% | +121.1% | -127.8% | -31.9% |
| 1Y | -10.1% | +112.0% | -122.1% | -34.2% |
| 3Y | +33.0% | +22.5% | +10.5% | +13.5% |
| All | -41.1% | +64.7% | -105.7% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling