0.0%
VRT vs DIS
+6.5%
-6.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.4% |
| 7D | -21.4% | +5.2% | -26.6% | -20.4% |
| 30D | -25.8% | +11.5% | -37.3% | -24.4% |
| 3M | -33.5% | +11.5% | -45.1% | -32.3% |
| 6M | -49.0% | +8.9% | -57.9% | -47.5% |
| YTD | +12.9% | +3.4% | +9.5% | +12.8% |
| 1Y | 0.0% | +7.2% | -7.2% | -0.7% |
| All | 0.0% | +6.5% | -6.5% | -0.7% |
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