+98.4%
DISV price history and return analytics
+71.9%
+26.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.1% |
| 7D | -1.9% | -2.0% | +0.1% | -0.1% |
| 30D | +0.8% | -1.4% | +2.2% | +2.1% |
| 3M | +9.1% | +4.7% | +4.4% | +4.5% |
| 6M | +11.4% | +11.4% | 0.0% | +1.0% |
| YTD | +17.8% | +13.1% | +4.7% | +5.3% |
| 1Y | +28.6% | +19.0% | +9.6% | +9.7% |
| 3Y | +98.6% | +73.9% | +24.7% | +19.1% |
| All | +98.4% | +71.9% | +26.4% | +19.0% |
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