0.0%
VRT vs IWD
+28.1%
-28.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.8% | +4.2% |
| 7D | -21.4% | -0.5% | -20.9% | -20.5% |
| 30D | -25.8% | +2.7% | -28.5% | -30.1% |
| 3M | -33.5% | +0.9% | -34.4% | -35.2% |
| 6M | -49.0% | +10.5% | -59.6% | -60.2% |
| YTD | +12.9% | +23.7% | -10.8% | -32.2% |
| 1Y | 0.0% | +28.7% | -28.7% | -43.8% |
| All | 0.0% | +28.1% | -28.1% | -43.8% |
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