+1,600.0%
VRTX vs IWD
+726.5%
+873.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.5% |
| 7D | +0.8% | -0.3% | +1.1% | +1.1% |
| 30D | +12.6% | +0.6% | +12.1% | +12.0% |
| 3M | +23.6% | +7.2% | +16.4% | +15.4% |
| 6M | +14.3% | +16.2% | -1.9% | -1.6% |
| YTD | +20.5% | +23.3% | -2.9% | -2.3% |
| 1Y | +37.6% | +29.6% | +8.0% | +6.3% |
| 3Y | +55.5% | +70.5% | -14.9% | -9.9% |
| 5Y | +175.7% | +73.5% | +102.3% | +54.1% |
| 10Y | +474.2% | +198.3% | +275.9% | +71.3% |
| All | +1,600.0% | +726.5% | +873.5% | +55.0% |
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