+2,926.4%
V vs DIS
+304.0%
+2,622.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.1% |
| 7D | -1.7% | -2.6% | +0.9% | -0.4% |
| 30D | +2.0% | +3.5% | -1.5% | +0.1% |
| 3M | +17.4% | +6.8% | +10.5% | +13.1% |
| 6M | +17.5% | +3.0% | +14.5% | +14.8% |
| YTD | +7.6% | -6.7% | +14.3% | +9.7% |
| 1Y | +7.7% | -10.1% | +17.8% | +11.5% |
| 3Y | +54.7% | +33.0% | +21.6% | +24.8% |
| 5Y | +73.0% | -40.0% | +113.0% | +109.6% |
| 10Y | +390.9% | +21.1% | +369.8% | +273.1% |
| All | +2,926.4% | +304.0% | +2,622.4% | +985.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling