+454.5%
V vs DIS
+36.4%
+418.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.6% | +4.4% | -3.8% | -1.2% |
| 30D | +9.7% | +10.3% | -0.6% | +5.2% |
| 3M | +17.3% | +15.5% | +1.8% | +10.1% |
| 6M | +33.2% | +11.2% | +22.0% | +26.7% |
| YTD | +21.3% | +5.6% | +15.8% | +17.1% |
| 1Y | +27.3% | +7.7% | +19.6% | +21.4% |
| 3Y | +76.1% | +39.3% | +36.8% | +43.7% |
| 5Y | +103.5% | -29.5% | +133.0% | +129.8% |
| 10Y | +454.5% | +36.3% | +418.2% | +310.0% |
| All | +454.5% | +36.4% | +418.1% | +310.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling