+21.2%
IWM vs VNQ
+7.2%
+14.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | 0.0% |
| 7D | -2.4% | -1.3% | -1.1% | -1.7% |
| 30D | -4.6% | -2.6% | -2.0% | -3.1% |
| 3M | -0.3% | -2.0% | +1.7% | +0.5% |
| 6M | +14.7% | +4.3% | +10.4% | +9.5% |
| YTD | +17.8% | +9.2% | +8.6% | +8.3% |
| 1Y | +21.2% | +5.6% | +15.6% | +12.7% |
| All | +21.2% | +7.2% | +14.0% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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