+31.9%
DIS vs VTI
+289.3%
-257.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +1.9% | +2.5% | -0.6% | -0.6% |
| 30D | +9.2% | -1.5% | +10.7% | +10.6% |
| 3M | +13.5% | -3.2% | +16.7% | +16.8% |
| 6M | +14.3% | +2.3% | +12.0% | +10.9% |
| YTD | +5.4% | +11.6% | -6.3% | -6.3% |
| 1Y | +12.2% | +13.8% | -1.6% | -2.3% |
| 3Y | +37.2% | +77.4% | -40.2% | -24.3% |
| 5Y | -23.1% | +64.6% | -87.7% | -54.1% |
| All | +31.9% | +289.3% | -257.4% | -63.1% |
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