+37.9%
IWM vs VT
+65.7%
-27.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.7% |
| 7D | -2.4% | -1.1% | -1.3% | -1.1% |
| 30D | -4.6% | -1.0% | -3.6% | -3.4% |
| 3M | -0.3% | +3.2% | -3.4% | -4.1% |
| 6M | +14.7% | +12.5% | +2.2% | -0.7% |
| YTD | +17.8% | +14.1% | +3.8% | +0.3% |
| 1Y | +21.2% | +18.9% | +2.3% | -1.8% |
| 3Y | +62.3% | +74.1% | -11.7% | -16.4% |
| All | +37.9% | +65.7% | -27.7% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded VT 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling