+539.0%
DIS vs VTV
+738.5%
-199.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | -0.7% |
| 7D | +0.6% | -0.4% | +1.0% | +1.0% |
| 30D | +10.3% | +3.9% | +6.4% | +6.0% |
| 3M | +15.6% | +2.6% | +13.0% | +12.6% |
| 6M | +15.1% | +11.5% | +3.6% | +2.7% |
| YTD | +6.0% | +22.3% | -16.3% | -14.0% |
| 1Y | +5.7% | +24.5% | -18.8% | -15.7% |
| 3Y | +39.8% | +78.8% | -39.0% | -22.6% |
| 5Y | -23.9% | +78.6% | -102.5% | -57.3% |
| 10Y | +32.9% | +231.8% | -198.9% | -59.9% |
| All | +539.0% | +738.5% | -199.6% | -34.4% |
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