-48.2%
VRT vs DIS
+16.3%
-64.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.5% | -12.6% | -14.8% |
| 7D | -28.1% | +5.7% | -33.8% | -25.8% |
| 30D | -30.2% | +12.7% | -42.9% | -26.1% |
| 3M | -36.4% | +15.2% | -51.6% | -32.4% |
| 6M | -48.2% | +17.6% | -65.7% | -44.5% |
| All | -48.2% | +16.3% | -64.5% | -44.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling