+12.5%
IVV vs IWD
+30.1%
-17.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +0.9% |
| 7D | -0.9% | -0.6% | -0.4% | -0.4% |
| 30D | -2.3% | +3.6% | -5.9% | -5.4% |
| 3M | -1.2% | +2.7% | -3.8% | -3.4% |
| 6M | +3.3% | +13.2% | -9.9% | -7.8% |
| YTD | +12.3% | +26.8% | -14.4% | -9.8% |
| 1Y | +12.5% | +29.3% | -16.7% | -11.2% |
| All | +12.5% | +30.1% | -17.5% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling