+1,458.7%
DIS vs VSH
+1,674.8%
-216.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.2% | -2.7% |
| 7D | -2.6% | +4.1% | -6.6% | -3.5% |
| 30D | +3.5% | -4.2% | +7.6% | +4.0% |
| 3M | +6.8% | -50.0% | +56.8% | +21.5% |
| 6M | +3.0% | +80.2% | -77.2% | -15.5% |
| YTD | -6.7% | +121.1% | -127.8% | -27.7% |
| 1Y | -10.1% | +112.0% | -122.1% | -30.1% |
| 3Y | +33.0% | +22.5% | +10.5% | +13.8% |
| 5Y | -40.0% | +64.0% | -104.0% | -52.6% |
| 10Y | +21.1% | +170.4% | -149.3% | -18.2% |
| All | +1,458.7% | +1,674.8% | -216.1% | +485.3% |
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