+31.9%
DIS price history and return analytics
+221.8%
-189.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +1.9% | +2.4% | -0.5% | -0.5% |
| 30D | +9.2% | -1.5% | +10.7% | +10.6% |
| 3M | +13.5% | -4.1% | +17.6% | +18.1% |
| 6M | +14.3% | +0.6% | +13.7% | +12.6% |
| YTD | +5.4% | +11.0% | -5.7% | -6.6% |
| 1Y | +12.2% | +13.3% | -1.2% | -2.9% |
| 3Y | +37.2% | +73.4% | -36.2% | -24.8% |
| 5Y | -23.1% | +57.4% | -80.6% | -53.1% |
| All | +31.9% | +221.8% | -189.9% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling