+25.9%
IWM vs VEA
+55.6%
-29.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.1% |
| 7D | -0.3% | -1.3% | +0.9% | +1.0% |
| 30D | +1.9% | 0.0% | +1.9% | +1.9% |
| 3M | -5.7% | -3.6% | -2.1% | -2.2% |
| 6M | -0.3% | -0.5% | +0.2% | -0.1% |
| YTD | +15.8% | +13.0% | +2.8% | +0.8% |
| 1Y | +17.1% | +16.3% | +0.8% | -1.1% |
| 3Y | +73.1% | +74.4% | -1.3% | -5.5% |
| 5Y | +25.9% | +55.8% | -30.0% | -20.4% |
| All | +25.9% | +55.6% | -29.7% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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