+37.6%
IVVW vs VT
+50.3%
-12.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | +2.8% | +2.9% | -0.1% | +0.7% |
| 30D | -1.3% | -2.5% | +1.2% | +0.5% |
| 3M | +1.0% | -3.3% | +4.3% | +3.4% |
| 6M | +5.4% | +1.5% | +3.8% | +3.9% |
| YTD | +9.2% | +11.4% | -2.2% | +0.1% |
| 1Y | +11.5% | +11.9% | -0.4% | +1.8% |
| All | +37.6% | +50.3% | -12.6% | -1.7% |
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