+1,934.0%
VRT vs DIS
+11.3%
+1,922.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -3.9% |
| 7D | +10.5% | +1.9% | +8.6% | +9.5% |
| 30D | -9.3% | +9.2% | -18.5% | -13.7% |
| 3M | -29.6% | +13.5% | -43.1% | -34.8% |
| 6M | -45.4% | +14.3% | -59.6% | -50.1% |
| YTD | +24.8% | +5.4% | +19.4% | +17.8% |
| 1Y | +23.6% | +12.2% | +11.5% | +12.4% |
| 3Y | +379.7% | +37.2% | +342.5% | +274.9% |
| 5Y | +660.3% | -23.1% | +683.5% | +709.9% |
| All | +1,934.0% | +11.3% | +1,922.7% | +1,559.3% |
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