-10.1%
DIS vs VTV
+27.0%
-37.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.5% |
| 7D | -2.6% | +0.5% | -3.1% | -3.1% |
| 30D | +3.5% | +1.1% | +2.4% | +2.4% |
| 3M | +6.8% | +5.9% | +0.9% | +0.7% |
| 6M | +3.0% | +11.6% | -8.6% | -8.6% |
| YTD | -6.7% | +19.8% | -26.5% | -23.2% |
| 1Y | -10.1% | +26.2% | -36.3% | -29.2% |
| All | -10.1% | +27.0% | -37.1% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling