+361.0%
VRT vs IWD
+84.7%
+276.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -17.7% | +1.6% | -19.3% | -20.1% |
| 30D | -20.0% | +3.6% | -23.6% | -25.2% |
| 3M | -28.1% | +2.0% | -30.1% | -31.0% |
| 6M | -42.8% | +13.1% | -55.9% | -54.8% |
| YTD | +20.0% | +26.2% | -6.2% | -21.7% |
| 1Y | +3.5% | +29.6% | -26.1% | -35.4% |
| All | +361.0% | +84.7% | +276.4% | +76.3% |
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 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