+38.2%
IWM vs VTI
+73.1%
-34.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.8% | -0.8% |
| 7D | -1.1% | -0.4% | -0.8% | -0.8% |
| 30D | -3.1% | -1.6% | -1.5% | -1.3% |
| 3M | +2.2% | +3.6% | -1.4% | -1.8% |
| 6M | +15.1% | +13.0% | +2.0% | +0.3% |
| YTD | +18.6% | +12.7% | +5.9% | +3.7% |
| 1Y | +24.0% | +18.4% | +5.6% | +2.8% |
| 3Y | +63.7% | +76.4% | -12.7% | -12.5% |
| 5Y | +38.2% | +73.7% | -35.5% | -23.5% |
| All | +38.2% | +73.1% | -34.9% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling