+21.2%
IWM vs VWO
+16.3%
+4.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -0.1% |
| 7D | -2.4% | -1.8% | -0.6% | -1.1% |
| 30D | -4.6% | -0.1% | -4.5% | -4.5% |
| 3M | -0.3% | +2.2% | -2.5% | -2.2% |
| 6M | +14.7% | +8.8% | +6.0% | +7.0% |
| YTD | +17.8% | +12.4% | +5.5% | +6.1% |
| 1Y | +21.2% | +15.6% | +5.6% | +7.1% |
| All | +21.2% | +16.3% | +4.9% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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