+9.2%
IWMY vs VOO
+18.2%
-9.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.8% |
| 7D | -2.2% | -0.8% | -1.5% | -1.4% |
| 30D | -4.9% | -1.1% | -3.8% | -3.8% |
| 3M | -1.2% | +3.9% | -5.0% | -5.3% |
| 6M | +11.0% | +13.6% | -2.7% | -3.7% |
| YTD | +11.6% | +12.7% | -1.1% | -2.4% |
| 1Y | +9.2% | +17.6% | -8.4% | -8.4% |
| All | +9.2% | +18.2% | -9.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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