+13.8%
VRT vs IWD
+33.0%
-19.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.6% | -15.5% | -17.8% |
| 7D | -15.4% | +2.5% | -17.9% | -20.0% |
| 30D | -19.0% | +6.0% | -24.9% | -29.0% |
| 3M | -23.8% | +3.8% | -27.6% | -30.3% |
| 6M | -37.9% | +16.3% | -54.2% | -57.3% |
| YTD | +27.0% | +27.5% | -0.5% | -30.0% |
| 1Y | +13.8% | +32.8% | -19.0% | -42.2% |
| All | +13.8% | +33.0% | -19.2% | -42.2% |
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