-29.5%
DIS vs VTV
+76.8%
-106.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | -0.1% |
| 7D | +4.4% | 0.0% | +4.4% | +4.3% |
| 30D | +10.3% | +3.2% | +7.1% | +6.2% |
| 3M | +15.5% | +1.7% | +13.9% | +13.2% |
| 6M | +11.2% | +11.0% | +0.2% | -2.4% |
| YTD | +5.6% | +21.0% | -15.4% | -16.6% |
| 1Y | +7.7% | +24.3% | -16.5% | -17.5% |
| 3Y | +39.3% | +76.9% | -37.6% | -31.3% |
| 5Y | -29.5% | +76.9% | -106.5% | -65.3% |
| All | -29.5% | +76.8% | -106.3% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling