+105.5%
V vs DIS
-30.6%
+136.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.8% |
| 7D | -0.8% | +5.3% | -6.1% | -2.5% |
| 30D | +9.5% | +10.2% | -0.7% | +6.0% |
| 3M | +16.7% | +13.5% | +3.1% | +11.7% |
| 6M | +32.9% | +11.1% | +21.8% | +27.9% |
| YTD | +21.1% | +5.5% | +15.6% | +17.9% |
| 1Y | +26.6% | +9.1% | +17.5% | +21.6% |
| 3Y | +78.4% | +36.0% | +42.4% | +52.9% |
| 5Y | +105.5% | -29.8% | +135.3% | +149.9% |
| All | +105.5% | -30.6% | +136.0% | +149.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling