+11.7%
VOO vs DIS
+8.7%
+3.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.3% | +2.0% |
| 7D | +0.1% | +5.3% | -5.2% | -0.6% |
| 30D | -3.3% | +10.2% | -13.6% | -4.6% |
| 3M | -2.4% | +13.5% | -15.9% | -4.2% |
| 6M | +2.6% | +11.1% | -8.5% | +1.1% |
| YTD | +11.3% | +5.5% | +5.8% | +9.2% |
| All | +11.7% | +8.7% | +3.0% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling