+165.3%
IWM vs VTI
+301.7%
-136.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.3% |
| 7D | -2.5% | -2.0% | -0.5% | -0.3% |
| 30D | -4.4% | -1.9% | -2.5% | -2.3% |
| 3M | +2.2% | +4.5% | -2.3% | -2.8% |
| 6M | +14.0% | +12.6% | +1.4% | -0.1% |
| YTD | +17.4% | +12.0% | +5.4% | +3.5% |
| 1Y | +22.9% | +17.3% | +5.6% | +3.1% |
| 3Y | +62.1% | +75.3% | -13.3% | -12.8% |
| 5Y | +38.2% | +74.0% | -35.9% | -24.6% |
| All | +165.3% | +301.7% | -136.5% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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