+1,628.0%
DIS vs VSH
+1,203.4%
+424.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.7% | -6.1% | -1.7% |
| 7D | +5.2% | -12.9% | +18.2% | +8.0% |
| 30D | +11.5% | -36.9% | +48.3% | +22.1% |
| 3M | +11.5% | -28.8% | +40.3% | +17.7% |
| 6M | +8.9% | -30.3% | +39.2% | +10.5% |
| YTD | +3.4% | +62.4% | -59.0% | -15.6% |
| 1Y | +7.2% | +62.5% | -55.3% | -12.7% |
| 3Y | +43.3% | +7.4% | +35.9% | +23.8% |
| 5Y | -31.4% | +25.4% | -56.9% | -43.5% |
| 10Y | +37.1% | +102.6% | -65.6% | -2.8% |
| All | +1,628.0% | +1,203.4% | +424.6% | +583.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling