+632.2%
VRT vs DIS
-29.6%
+661.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.2% |
| 7D | -17.7% | +4.4% | -22.1% | -19.8% |
| 30D | -20.0% | +10.3% | -30.3% | -24.7% |
| 3M | -28.1% | +15.5% | -43.6% | -34.7% |
| 6M | -42.8% | +11.2% | -54.1% | -47.5% |
| YTD | +20.0% | +5.6% | +14.4% | +12.6% |
| 1Y | +3.5% | +7.7% | -4.2% | -4.7% |
| 3Y | +366.1% | +39.3% | +326.8% | +231.9% |
| 5Y | +632.2% | -29.5% | +661.7% | +787.8% |
| All | +632.2% | -29.6% | +661.8% | +787.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling