+1,477.1%
DIS vs VTRS
+553.2%
+923.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | +1.2% | -2.2% | +3.4% | +1.6% |
| 30D | +3.2% | +3.3% | -0.1% | +2.5% |
| 3M | +7.0% | +2.0% | +5.0% | +6.3% |
| 6M | +6.4% | +19.9% | -13.5% | +2.1% |
| YTD | -5.6% | +35.7% | -41.4% | -12.0% |
| 1Y | -7.7% | +68.1% | -75.8% | -17.9% |
| 3Y | +33.2% | +87.1% | -53.9% | +13.9% |
| 5Y | -40.3% | +47.6% | -88.0% | -47.2% |
| 10Y | +25.1% | -48.2% | +73.3% | +27.4% |
| All | +1,477.1% | +553.2% | +923.9% | +699.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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