+369.4%
DIS vs VTI
+964.9%
-595.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.4% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | +3.5% | 0.0% | +3.5% | +3.4% |
| 3M | +6.8% | +2.0% | +4.8% | +4.2% |
| 6M | +3.0% | +13.0% | -10.0% | -10.0% |
| YTD | -6.7% | +13.9% | -20.7% | -19.3% |
| 1Y | -10.1% | +20.0% | -30.1% | -26.5% |
| 3Y | +33.0% | +75.8% | -42.8% | -28.6% |
| 5Y | -40.0% | +73.8% | -113.8% | -67.1% |
| 10Y | +21.1% | +297.5% | -276.4% | -73.5% |
| All | +369.4% | +964.9% | -595.5% | -68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling