-31.9%
DIS vs VUG
+57.0%
-89.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.0% |
| 7D | +5.2% | -3.4% | +8.6% | +7.6% |
| 30D | +11.5% | -11.1% | +22.5% | +20.5% |
| 3M | +11.5% | -7.2% | +18.8% | +16.9% |
| 6M | +8.9% | -4.1% | +13.0% | +10.8% |
| YTD | +3.4% | +1.4% | +2.0% | +0.8% |
| 1Y | +7.2% | +1.9% | +5.3% | +4.0% |
| 3Y | +43.3% | +77.7% | -34.4% | -12.6% |
| All | -31.9% | +57.0% | -89.0% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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