+38.2%
IWM vs VTV
+80.1%
-41.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -0.9% |
| 7D | -1.1% | -0.7% | -0.5% | -0.3% |
| 30D | -3.1% | -0.5% | -2.6% | -2.5% |
| 3M | +2.2% | +5.3% | -3.1% | -4.8% |
| 6M | +15.1% | +12.9% | +2.2% | -2.2% |
| YTD | +18.6% | +18.5% | +0.1% | -5.6% |
| 1Y | +24.0% | +25.3% | -1.3% | -8.3% |
| 3Y | +63.7% | +68.2% | -4.5% | -17.2% |
| 5Y | +38.2% | +80.6% | -42.4% | -35.0% |
| All | +38.2% | +80.1% | -41.9% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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