+18.9%
IWM vs V
+30.8%
-11.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.3% | +1.1% |
| 7D | +1.0% | +9.0% | -8.0% | +0.1% |
| 30D | +0.2% | +18.1% | -17.9% | -1.4% |
| 3M | -5.6% | +18.3% | -24.0% | -7.2% |
| 6M | +2.7% | +34.1% | -31.4% | -0.5% |
| YTD | +16.2% | +25.2% | -9.1% | +14.5% |
| 1Y | +18.9% | +29.3% | -10.4% | +18.5% |
| All | +18.9% | +30.8% | -11.8% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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