+93.0%
DISV price history and return analytics
+69.3%
+23.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.2% | +0.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | 0.0% | -2.6% | +2.6% | +2.3% |
| 3M | -2.2% | -3.2% | +1.0% | +0.6% |
| 6M | +2.7% | +0.9% | +1.7% | +1.6% |
| YTD | +14.6% | +11.3% | +3.3% | +3.8% |
| 1Y | +23.8% | +14.0% | +9.8% | +9.8% |
| 3Y | +98.6% | +75.8% | +22.7% | +17.7% |
| All | +93.0% | +69.3% | +23.7% | +17.3% |
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 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