+827.8%
VOO vs IWD
+526.6%
+301.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.3% |
| 7D | +0.1% | -0.3% | +0.4% | +0.4% |
| 30D | +0.1% | +0.6% | -0.5% | -0.5% |
| 3M | +2.0% | +7.2% | -5.2% | -4.7% |
| 6M | +13.0% | +16.2% | -3.2% | -2.3% |
| YTD | +13.6% | +23.3% | -9.8% | -7.3% |
| 1Y | +20.1% | +29.6% | -9.5% | -6.6% |
| 3Y | +77.6% | +70.5% | +7.1% | +6.0% |
| 5Y | +82.4% | +73.5% | +9.0% | +7.7% |
| 10Y | +316.8% | +198.3% | +118.5% | +45.9% |
| All | +827.8% | +526.6% | +301.2% | +59.3% |
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 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