+69.7%
IWD vs VTEB
+8.2%
+61.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.3% |
| 7D | -2.3% | -1.2% | -1.1% | -1.4% |
| 30D | -1.8% | -2.9% | +1.1% | +0.5% |
| 3M | +8.0% | -3.2% | +11.2% | +10.8% |
| 6M | +17.0% | -2.6% | +19.6% | +19.5% |
| YTD | +21.3% | -1.8% | +23.1% | +23.3% |
| 1Y | +27.9% | +0.2% | +27.7% | +28.3% |
| All | +69.7% | +8.2% | +61.5% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling