+20.8%
DIS vs VTI
+304.2%
-283.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -3.5% | -0.4% | -3.2% | -3.2% |
| 30D | +1.0% | -1.6% | +2.6% | +2.5% |
| 3M | +5.7% | +3.6% | +2.1% | +1.8% |
| 6M | +3.3% | +13.0% | -9.8% | -9.0% |
| YTD | -7.7% | +12.7% | -20.4% | -18.5% |
| 1Y | -10.0% | +18.4% | -28.3% | -24.4% |
| 3Y | +31.7% | +76.4% | -44.7% | -26.7% |
| 5Y | -42.2% | +73.7% | -115.9% | -67.1% |
| All | +20.8% | +304.2% | -283.5% | -65.9% |
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