-44.0%
IRWD vs VOO
+777.9%
-821.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.3% | +8.6% | +8.6% |
| 7D | +25.4% | -2.7% | +28.1% | +28.4% |
| 30D | +17.1% | -5.4% | +22.4% | +23.2% |
| 3M | +3.1% | -4.1% | +7.1% | +7.0% |
| 6M | -9.1% | +0.7% | -9.9% | -10.0% |
| YTD | +30.3% | +8.7% | +21.5% | +20.6% |
| 1Y | +114.1% | +11.0% | +103.2% | +95.0% |
| 3Y | -52.3% | +75.5% | -127.7% | -72.2% |
| 5Y | -66.0% | +68.4% | -134.3% | -79.8% |
| 10Y | -61.4% | +315.7% | -377.1% | -92.6% |
| All | -44.0% | +777.9% | -821.9% | -95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling