+306.0%
DIS price history and return analytics
+374.2%
-68.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.6% | +0.4% | -3.0% | -3.0% |
| 30D | +3.5% | +1.0% | +2.5% | +2.5% |
| 3M | +6.8% | +2.4% | +4.4% | +3.9% |
| 6M | +3.0% | +12.0% | -9.0% | -8.4% |
| YTD | -6.7% | +15.3% | -22.1% | -19.4% |
| 1Y | -10.1% | +22.6% | -32.7% | -26.9% |
| 3Y | +33.0% | +74.7% | -41.6% | -23.8% |
| 5Y | -40.0% | +66.1% | -106.1% | -63.5% |
| 10Y | +21.1% | +225.0% | -204.0% | -61.0% |
| All | +306.0% | +374.2% | -68.1% | -15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling