+23.5%
DIS vs VTV
+234.5%
-211.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | -0.1% |
| 7D | +1.2% | -1.1% | +2.3% | +2.4% |
| 30D | +3.2% | -1.0% | +4.3% | +4.4% |
| 3M | +7.0% | +4.6% | +2.4% | +1.8% |
| 6M | +6.4% | +13.5% | -7.1% | -7.2% |
| YTD | -5.6% | +18.5% | -24.1% | -21.4% |
| 1Y | -7.7% | +22.9% | -30.6% | -26.0% |
| 3Y | +33.2% | +67.8% | -34.7% | -23.1% |
| 5Y | -40.3% | +81.8% | -122.2% | -67.8% |
| All | +23.5% | +234.5% | -211.0% | -58.8% |
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