-38.6%
IRWD vs VOO
+795.4%
-834.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.1% |
| 7D | +37.4% | -0.6% | +38.0% | +37.8% |
| 30D | +25.9% | -3.6% | +29.6% | +30.3% |
| 3M | +18.8% | -2.7% | +21.5% | +21.7% |
| 6M | +14.0% | +2.2% | +11.7% | +11.3% |
| YTD | +42.7% | +10.9% | +31.8% | +29.8% |
| 1Y | +90.1% | +11.3% | +78.8% | +72.0% |
| 3Y | -50.6% | +76.9% | -127.5% | -71.5% |
| 5Y | -61.1% | +73.5% | -134.6% | -77.6% |
| 10Y | -65.3% | +307.7% | -372.9% | -93.1% |
| All | -38.6% | +795.4% | -834.1% | -95.4% |
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