-65.3%
IRWD vs VOO
+311.2%
-376.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +20.3% | +3.3% | +17.1% | +17.4% |
| 30D | +35.1% | -2.7% | +37.8% | +37.9% |
| 3M | +12.3% | -1.7% | +14.0% | +13.7% |
| 6M | +18.6% | +3.1% | +15.5% | +15.5% |
| YTD | +43.9% | +11.9% | +32.0% | +32.1% |
| 1Y | +55.9% | +12.1% | +43.9% | +42.8% |
| 3Y | -50.2% | +78.6% | -128.8% | -67.8% |
| 5Y | -61.1% | +73.8% | -134.9% | -74.6% |
| All | -65.3% | +311.2% | -376.5% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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