-68.8%
IRWD vs VT
+53.2%
-122.0%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -4.1% | +11.0% | +10.4% |
| 7D | +11.3% | -4.2% | +15.5% | +15.2% |
| 30D | +11.0% | -5.8% | +16.8% | +16.6% |
| 3M | -2.9% | -5.2% | +2.4% | +1.5% |
| 6M | -13.7% | +0.1% | -13.8% | -13.9% |
| YTD | +19.6% | +8.2% | +11.4% | +12.3% |
| 1Y | +95.6% | +10.1% | +85.5% | +81.6% |
| 3Y | -57.6% | +69.7% | -127.2% | -69.1% |
| 5Y | -68.8% | +53.4% | -122.1% | -75.5% |
| All | -68.8% | +53.2% | -122.0% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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