-31.2%
DIS vs VT
+53.2%
-84.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +2.7% |
| 7D | +5.7% | -4.2% | +9.9% | +10.3% |
| 30D | +12.7% | -5.8% | +18.5% | +19.5% |
| 3M | +15.2% | -5.2% | +20.4% | +21.3% |
| 6M | +17.6% | +0.1% | +17.4% | +16.2% |
| YTD | +3.8% | +8.2% | -4.4% | -6.0% |
| 1Y | +6.8% | +10.1% | -3.3% | -5.1% |
| 3Y | +42.1% | +69.7% | -27.5% | -24.0% |
| 5Y | -31.2% | +53.4% | -84.5% | -59.9% |
| All | -31.2% | +53.2% | -84.4% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling