-66.7%
IRWD vs VOO
+67.9%
-134.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.3% | +8.6% | +8.7% |
| 7D | +25.4% | -2.7% | +28.1% | +27.7% |
| 30D | +17.1% | -5.4% | +22.4% | +21.9% |
| 3M | +3.1% | -4.1% | +7.1% | +6.1% |
| 6M | -9.1% | +0.7% | -9.9% | -9.8% |
| YTD | +30.3% | +8.7% | +21.5% | +22.6% |
| 1Y | +114.1% | +11.0% | +103.2% | +99.1% |
| 3Y | -52.3% | +75.5% | -127.7% | -64.9% |
| All | -66.7% | +67.9% | -134.6% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling