+314.2%
VOO vs DIS
+22.0%
+292.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | +0.5% | -1.1% | +1.6% | +0.9% |
| 30D | -0.9% | +0.1% | -1.1% | -1.1% |
| 3M | +3.9% | +7.1% | -3.2% | +0.7% |
| 6M | +14.5% | +4.3% | +10.3% | +11.9% |
| YTD | +13.0% | -6.9% | +19.9% | +14.9% |
| 1Y | +19.4% | -10.3% | +29.7% | +22.9% |
| 3Y | +78.9% | +32.8% | +46.0% | +51.9% |
| 5Y | +82.3% | -41.5% | +123.8% | +114.5% |
| 10Y | +314.2% | +21.2% | +293.0% | +227.6% |
| All | +314.2% | +22.0% | +292.2% | +227.6% |
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