+74.7%
IWD vs VTEB
+1.2%
+73.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.6% |
| 7D | -0.8% | -0.9% | +0.1% | 0.0% |
| 30D | -0.8% | -2.5% | +1.7% | +1.2% |
| 3M | +6.9% | -3.0% | +9.9% | +9.6% |
| 6M | +18.3% | -2.1% | +20.4% | +20.4% |
| YTD | +22.4% | -1.5% | +23.8% | +24.0% |
| 1Y | +27.4% | +0.2% | +27.3% | +27.6% |
| 3Y | +71.2% | +8.6% | +62.6% | +59.7% |
| All | +74.7% | +1.2% | +73.4% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling