-23.6%
DIS vs VUG
+65.5%
-89.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.0% |
| 7D | +0.9% | +4.4% | -3.5% | -2.1% |
| 30D | +8.9% | -7.3% | +16.2% | +14.4% |
| 3M | +14.5% | -4.2% | +18.8% | +17.4% |
| 6M | +12.2% | -1.6% | +13.8% | +12.2% |
| YTD | +4.7% | +4.9% | -0.2% | -0.3% |
| 1Y | +2.8% | +3.8% | -1.0% | -1.4% |
| 3Y | +38.1% | +79.4% | -41.3% | -16.1% |
| 5Y | -23.6% | +63.9% | -87.5% | -53.6% |
| All | -23.6% | +65.5% | -89.1% | -53.6% |
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