+22.9%
IWM vs VTI
+17.1%
+5.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.2% |
| 7D | -2.5% | -2.0% | -0.5% | 0.0% |
| 30D | -4.4% | -1.9% | -2.5% | -2.0% |
| 3M | +2.2% | +4.5% | -2.3% | -3.6% |
| 6M | +14.0% | +12.6% | +1.4% | -2.1% |
| YTD | +17.4% | +12.0% | +5.4% | +1.4% |
| 1Y | +22.9% | +17.3% | +5.6% | -1.5% |
| All | +22.9% | +17.1% | +5.9% | -1.5% |
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