-41.5%
DIS vs VTI
+73.8%
-115.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.3% |
| 7D | -1.1% | +0.6% | -1.7% | -1.7% |
| 30D | +0.1% | -1.1% | +1.2% | +1.2% |
| 3M | +7.1% | +3.9% | +3.2% | +2.7% |
| 6M | +4.3% | +14.6% | -10.4% | -9.7% |
| YTD | -6.9% | +13.3% | -20.3% | -18.5% |
| 1Y | -10.3% | +19.2% | -29.5% | -25.6% |
| 3Y | +32.8% | +77.4% | -44.6% | -29.0% |
| 5Y | -41.5% | +74.0% | -115.5% | -68.9% |
| All | -41.5% | +73.8% | -115.3% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling