+39.3%
DIS vs VTI
+78.5%
-39.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.4% |
| 7D | +4.4% | -0.4% | +4.9% | +4.7% |
| 30D | +10.3% | -3.2% | +13.6% | +13.2% |
| 3M | +15.5% | -2.9% | +18.5% | +18.1% |
| 6M | +11.2% | +2.4% | +8.8% | +8.2% |
| YTD | +5.6% | +11.2% | -5.6% | -4.6% |
| 1Y | +7.7% | +11.6% | -3.9% | -3.0% |
| 3Y | +39.3% | +76.6% | -37.3% | -16.4% |
| All | +39.3% | +78.5% | -39.2% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling