+20.2%
VZ vs DIS
-32.6%
+52.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +2.1% | +5.2% | -3.1% | +1.4% |
| 30D | +1.4% | +11.5% | -10.1% | -0.2% |
| 3M | -1.3% | +11.5% | -12.8% | -2.8% |
| 6M | -0.5% | +8.9% | -9.4% | -1.9% |
| YTD | +19.6% | +3.4% | +16.2% | +18.6% |
| 1Y | +22.4% | +7.2% | +15.2% | +20.6% |
| 3Y | +55.9% | +43.3% | +12.6% | +45.2% |
| All | +20.2% | -32.6% | +52.8% | +20.6% |
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