+75.3%
VEA vs IWD
+84.1%
-8.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +1.1% |
| 7D | +0.4% | +1.3% | -0.9% | -0.7% |
| 30D | -0.7% | +3.6% | -4.2% | -3.8% |
| 3M | -3.9% | +2.3% | -6.2% | -5.9% |
| 6M | -0.6% | +13.0% | -13.6% | -11.1% |
| YTD | +12.9% | +26.2% | -13.2% | -8.0% |
| 1Y | +18.4% | +30.5% | -12.1% | -6.2% |
| 3Y | +75.3% | +86.2% | -10.9% | +0.1% |
| All | +75.3% | +84.1% | -8.8% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling