+41.8%
VRTX vs IWD
+78.7%
-36.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -2.1% | -0.5% | -1.6% | -1.8% |
| 30D | +8.2% | +2.7% | +5.5% | +6.2% |
| 3M | +13.0% | +0.9% | +12.1% | +12.4% |
| 6M | +27.9% | +10.5% | +17.4% | +19.3% |
| YTD | +20.7% | +23.7% | -3.0% | +4.1% |
| 1Y | +31.4% | +28.7% | +2.7% | +10.5% |
| 3Y | +41.8% | +79.7% | -37.9% | -4.9% |
| All | +41.8% | +78.7% | -36.9% | -4.9% |
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 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