+32.9%
DIS vs VTI
+295.3%
-262.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.9% |
| 7D | +0.6% | -0.7% | +1.3% | +1.1% |
| 30D | +10.3% | -1.9% | +12.2% | +12.2% |
| 3M | +15.6% | -1.4% | +17.0% | +16.8% |
| 6M | +15.1% | +3.5% | +11.7% | +10.5% |
| YTD | +6.0% | +12.6% | -6.6% | -6.6% |
| 1Y | +5.7% | +12.7% | -7.1% | -7.0% |
| 3Y | +39.8% | +78.8% | -39.0% | -23.5% |
| 5Y | -23.9% | +67.2% | -91.1% | -55.3% |
| 10Y | +32.9% | +293.9% | -260.9% | -63.3% |
| All | +32.9% | +295.3% | -262.4% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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