+535.3%
DIS vs VTV
+736.6%
-201.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | +1.9% | +2.9% | -1.0% | -1.1% |
| 30D | +9.2% | +3.8% | +5.4% | +5.1% |
| 3M | +13.5% | +1.6% | +12.0% | +11.7% |
| 6M | +14.3% | +11.2% | +3.1% | +2.3% |
| YTD | +5.4% | +22.0% | -16.6% | -14.2% |
| 1Y | +12.2% | +24.9% | -12.7% | -10.9% |
| 3Y | +37.2% | +78.5% | -41.3% | -24.0% |
| 5Y | -23.1% | +77.8% | -100.9% | -56.7% |
| 10Y | +32.2% | +231.1% | -198.9% | -60.0% |
| All | +535.3% | +736.6% | -201.3% | -34.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling