+680.1%
IWM vs VTI
+943.4%
-263.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +1.4% | +2.5% | -1.1% | -1.4% |
| 30D | +2.3% | -1.5% | +3.8% | +4.1% |
| 3M | -8.3% | -3.2% | -5.1% | -4.9% |
| 6M | -1.3% | +2.3% | -3.6% | -3.8% |
| YTD | +13.5% | +11.6% | +1.9% | +0.3% |
| 1Y | +18.4% | +13.8% | +4.6% | +2.5% |
| 3Y | +69.6% | +77.4% | -7.8% | -10.8% |
| 5Y | +23.3% | +64.6% | -41.3% | -29.1% |
| 10Y | +147.0% | +290.6% | -143.6% | -46.2% |
| All | +680.1% | +943.4% | -263.3% | -38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling