+905.2%
VRT vs DIS
-40.0%
+945.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +5.4% |
| 7D | +9.1% | -2.6% | +11.7% | +10.7% |
| 30D | +0.9% | +3.5% | -2.6% | -1.7% |
| 3M | -13.4% | +6.8% | -20.2% | -18.0% |
| 6M | +11.7% | +3.0% | +8.7% | +7.7% |
| YTD | +73.2% | -6.7% | +80.0% | +76.0% |
| 1Y | +123.4% | -10.1% | +133.5% | +131.0% |
| 3Y | +606.2% | +33.0% | +573.1% | +410.8% |
| All | +905.2% | -40.0% | +945.2% | +1,128.4% |
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