+454.7%
IWM vs VOO
+806.9%
-352.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.6% |
| 7D | -0.3% | -0.9% | +0.6% | +0.7% |
| 30D | +1.9% | -2.3% | +4.2% | +4.6% |
| 3M | -5.7% | -1.2% | -4.5% | -4.5% |
| 6M | -0.3% | +3.3% | -3.6% | -4.0% |
| YTD | +15.8% | +12.3% | +3.5% | +1.6% |
| 1Y | +17.1% | +12.5% | +4.6% | +2.6% |
| 3Y | +73.1% | +79.2% | -6.1% | -10.0% |
| 5Y | +25.9% | +75.7% | -49.8% | -32.8% |
| 10Y | +151.9% | +313.7% | -161.8% | -49.9% |
| All | +454.7% | +806.9% | -352.2% | -60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling