+269.0%
IRWD vs VOO
+19.5%
+249.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -1.0% |
| 7D | -2.3% | +0.5% | -2.9% | -3.4% |
| 30D | -3.5% | -0.9% | -2.5% | -1.8% |
| 3M | +26.7% | +3.9% | +22.9% | +16.5% |
| 6M | +19.1% | +14.5% | +4.6% | -12.5% |
| YTD | +23.7% | +13.0% | +10.8% | -7.4% |
| 1Y | +269.0% | +19.4% | +249.6% | +107.2% |
| All | +269.0% | +19.5% | +249.6% | +107.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling