+25.0%
IWM vs VO
+14.5%
+10.5%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.3% |
| 7D | +1.4% | +0.6% | +0.8% | +0.6% |
| 30D | -2.3% | -1.1% | -1.2% | -0.9% |
| 3M | +4.0% | +4.5% | -0.6% | -2.2% |
| 6M | +17.9% | +11.1% | +6.9% | +2.4% |
| YTD | +20.2% | +13.5% | +6.7% | +1.1% |
| 1Y | +25.0% | +14.5% | +10.5% | +3.7% |
| All | +25.0% | +14.5% | +10.5% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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