+26.0%
V vs IWD
+29.5%
-3.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.8% | +1.6% | -0.8% | -0.1% |
| 30D | +9.9% | +3.6% | +6.4% | +7.8% |
| 3M | +17.5% | +2.0% | +15.5% | +16.1% |
| 6M | +33.5% | +13.1% | +20.4% | +25.5% |
| YTD | +21.6% | +26.2% | -4.6% | +5.0% |
| All | +26.0% | +29.5% | -3.4% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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