+18.9%
IWM vs VG
+47.2%
-28.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.7% | +9.2% | +1.1% |
| 7D | +1.0% | -16.4% | +17.3% | +0.2% |
| 30D | +0.2% | -10.8% | +11.0% | -0.2% |
| 3M | -5.6% | -6.3% | +0.7% | -5.7% |
| 6M | +2.7% | -12.5% | +15.2% | +2.8% |
| YTD | +16.2% | +76.9% | -60.7% | +10.8% |
| 1Y | +18.9% | +51.8% | -32.8% | +14.7% |
| All | +18.9% | +47.2% | -28.2% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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