+484.0%
V vs DIS
+32.4%
+451.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | +0.9% | +1.9% | -1.0% | +0.1% |
| 30D | +9.0% | +9.2% | -0.2% | +4.9% |
| 3M | +16.7% | +13.5% | +3.2% | +10.4% |
| 6M | +33.4% | +14.3% | +19.1% | +25.4% |
| YTD | +22.4% | +5.4% | +17.0% | +18.1% |
| 1Y | +27.7% | +12.2% | +15.5% | +19.8% |
| 3Y | +78.0% | +37.2% | +40.8% | +46.3% |
| 5Y | +108.5% | -23.1% | +131.6% | +125.2% |
| All | +484.0% | +32.4% | +451.7% | +333.1% |
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