+18.4%
IWM vs VTI
+12.2%
+6.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | +1.4% | +2.5% | -1.1% | -1.5% |
| 30D | +2.3% | -1.5% | +3.8% | +4.1% |
| 3M | -8.3% | -3.2% | -5.1% | -4.7% |
| 6M | -1.3% | +2.3% | -3.6% | -4.2% |
| YTD | +13.5% | +11.6% | +1.9% | -1.4% |
| 1Y | +18.4% | +13.8% | +4.6% | +0.1% |
| All | +18.4% | +12.2% | +6.2% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling