+34.2%
DIS vs VT
+215.5%
-181.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +5.2% | -2.3% | +7.6% | +7.7% |
| 30D | +11.5% | -5.0% | +16.4% | +17.2% |
| 3M | +11.5% | -4.9% | +16.4% | +17.0% |
| 6M | +8.9% | -1.5% | +10.4% | +9.6% |
| YTD | +3.4% | +8.5% | -5.1% | -6.1% |
| 1Y | +7.2% | +11.4% | -4.2% | -5.3% |
| 3Y | +43.3% | +70.1% | -26.8% | -19.9% |
| 5Y | -31.4% | +53.7% | -85.2% | -57.1% |
| All | +34.2% | +215.5% | -181.3% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling