+9,793.8%
VLO vs IWD
+728.9%
+9,064.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | -13.3% | -0.5% | -12.8% | -13.1% |
| 30D | -18.3% | +2.7% | -21.0% | -21.2% |
| 3M | +14.3% | +0.9% | +13.5% | +12.4% |
| 6M | +47.6% | +10.5% | +37.1% | +28.9% |
| YTD | +116.0% | +23.7% | +92.3% | +62.3% |
| 1Y | +101.0% | +28.7% | +72.3% | +43.6% |
| 3Y | +199.0% | +79.7% | +119.3% | +41.6% |
| 5Y | +419.0% | +69.7% | +349.4% | +162.1% |
| 10Y | +778.2% | +211.4% | +566.8% | +131.9% |
| All | +9,793.8% | +728.9% | +9,064.9% | +1,012.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling