+25.5%
VZ vs DIS
-40.0%
+65.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.6% |
| 7D | +0.1% | -2.6% | +2.7% | +0.4% |
| 30D | +7.9% | +3.5% | +4.4% | +7.4% |
| 3M | +13.6% | +6.8% | +6.8% | +12.6% |
| 6M | +1.1% | +3.0% | -1.9% | +0.5% |
| YTD | +29.3% | -6.7% | +36.0% | +30.1% |
| 1Y | +21.2% | -10.1% | +31.3% | +22.4% |
| 3Y | +75.9% | +33.0% | +42.9% | +65.3% |
| All | +25.5% | -40.0% | +65.5% | +29.3% |
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 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