+31.0%
DIS vs VTV
+229.4%
-198.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | +0.9% | +2.3% | -1.4% | -1.6% |
| 30D | +8.9% | +3.8% | +5.1% | +4.6% |
| 3M | +14.5% | +1.7% | +12.9% | +12.5% |
| 6M | +12.2% | +10.9% | +1.3% | +0.2% |
| YTD | +4.7% | +21.7% | -17.0% | -15.4% |
| 1Y | +2.8% | +23.4% | -20.6% | -18.1% |
| 3Y | +38.1% | +78.0% | -39.8% | -25.3% |
| 5Y | -23.6% | +77.4% | -101.0% | -58.1% |
| All | +31.0% | +229.4% | -198.3% | -57.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling