+77.6%
V vs DIS
+41.5%
+36.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.2% | +5.2% | -3.0% | +0.9% |
| 30D | +13.6% | +11.5% | +2.1% | +10.7% |
| 3M | +14.3% | +11.5% | +2.8% | +11.3% |
| 6M | +33.1% | +8.9% | +24.2% | +30.1% |
| YTD | +21.2% | +3.4% | +17.8% | +19.5% |
| 1Y | +26.4% | +7.2% | +19.2% | +23.3% |
| 3Y | +77.6% | +43.3% | +34.3% | +67.4% |
| All | +77.6% | +41.5% | +36.1% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling