+37.2%
DIS vs VTEB
+10.6%
+26.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +1.9% | -1.2% | +3.1% | +2.6% |
| 30D | +9.2% | +2.5% | +6.7% | +7.8% |
| 3M | +13.5% | -1.7% | +15.2% | +15.0% |
| 6M | +14.3% | -1.2% | +15.5% | +15.5% |
| YTD | +5.4% | -0.5% | +5.9% | +6.3% |
| 1Y | +12.2% | -0.1% | +12.2% | +13.0% |
| 3Y | +37.2% | +10.5% | +26.7% | +38.0% |
| All | +37.2% | +10.6% | +26.6% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling