+103.8%
V vs IWD
+73.2%
+30.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.8% | +1.6% | -0.8% | -0.7% |
| 30D | +9.9% | +3.6% | +6.4% | +6.4% |
| 3M | +17.5% | +2.0% | +15.5% | +15.4% |
| 6M | +33.5% | +13.1% | +20.4% | +18.7% |
| YTD | +21.6% | +26.2% | -4.6% | -3.1% |
| 1Y | +27.6% | +29.6% | -2.0% | -0.9% |
| 3Y | +76.4% | +84.3% | -7.9% | -4.0% |
| 5Y | +103.8% | +73.4% | +30.4% | +20.0% |
| All | +103.8% | +73.2% | +30.6% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling