-66.1%
IRWD vs VT
+66.2%
-132.3%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.1% | +0.4% | +2.7% | +2.7% |
| 30D | +2.7% | +1.0% | +1.7% | +1.8% |
| 3M | +25.3% | +2.4% | +22.9% | +22.8% |
| 6M | +13.9% | +12.0% | +1.9% | +3.9% |
| YTD | +26.4% | +15.3% | +11.1% | +12.6% |
| 1Y | +287.3% | +22.6% | +264.7% | +231.6% |
| 3Y | -54.0% | +74.7% | -128.7% | -67.7% |
| All | -66.1% | +66.2% | -132.3% | -74.9% |
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