+29.3%
V vs DIS
+8.7%
+20.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.3% | +2.9% |
| 7D | +9.0% | +9.1% | -0.1% | +7.0% |
| 30D | +18.1% | +14.8% | +3.3% | +14.9% |
| 3M | +18.3% | +21.2% | -2.8% | +14.3% |
| 6M | +34.1% | +18.3% | +15.8% | +29.6% |
| YTD | +25.2% | +5.4% | +19.9% | +21.6% |
| 1Y | +29.3% | +8.3% | +21.1% | +24.7% |
| All | +29.3% | +8.7% | +20.6% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling