+547.2%
IWD vs VOO
+806.9%
-259.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | -0.7% |
| 7D | -0.6% | -0.9% | +0.4% | +0.2% |
| 30D | +3.6% | -2.3% | +5.9% | +5.8% |
| 3M | +2.7% | -1.2% | +3.8% | +3.6% |
| 6M | +13.2% | +3.3% | +9.9% | +9.5% |
| YTD | +26.8% | +12.3% | +14.4% | +13.3% |
| 1Y | +29.3% | +12.5% | +16.8% | +15.3% |
| 3Y | +85.1% | +79.2% | +6.0% | +5.4% |
| 5Y | +74.2% | +75.7% | -1.5% | +0.1% |
| 10Y | +204.6% | +313.7% | -109.1% | -26.0% |
| All | +547.2% | +806.9% | -259.7% | -30.3% |
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