-23.9%
DIS price history and return analytics
+59.8%
-83.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.8% |
| 7D | +0.6% | -0.7% | +1.3% | +1.2% |
| 30D | +10.3% | -1.7% | +12.0% | +12.1% |
| 3M | +15.6% | -2.3% | +17.9% | +18.0% |
| 6M | +15.1% | +1.5% | +13.6% | +12.2% |
| YTD | +6.0% | +12.0% | -6.1% | -7.4% |
| 1Y | +5.7% | +12.9% | -7.2% | -8.4% |
| 3Y | +39.8% | +74.9% | -35.1% | -27.6% |
| 5Y | -23.9% | +59.9% | -83.8% | -57.3% |
| All | -23.9% | +59.8% | -83.6% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling