+165.3%
IWM vs VOO
+321.7%
-156.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.3% |
| 7D | -2.5% | -2.0% | -0.6% | -0.4% |
| 30D | -4.4% | -1.7% | -2.8% | -2.6% |
| 3M | +2.2% | +4.7% | -2.5% | -2.9% |
| 6M | +14.0% | +12.6% | +1.5% | +0.2% |
| YTD | +17.4% | +11.8% | +5.6% | +4.0% |
| 1Y | +22.9% | +17.5% | +5.4% | +3.2% |
| 3Y | +62.1% | +77.0% | -14.9% | -12.5% |
| 5Y | +38.2% | +82.6% | -44.4% | -27.6% |
| All | +165.3% | +321.7% | -156.5% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling