+177.1%
VRTX vs IWF
+72.9%
+104.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -6.4% | +0.5% | -6.9% | -6.6% |
| 30D | -0.5% | -1.4% | +0.8% | -0.1% |
| 3M | +16.9% | +0.4% | +16.5% | +16.4% |
| 6M | +13.1% | +8.5% | +4.6% | +9.0% |
| YTD | +14.9% | +3.7% | +11.3% | +12.7% |
| 1Y | +31.4% | +8.5% | +23.0% | +26.4% |
| 3Y | +51.9% | +78.5% | -26.6% | +17.1% |
| 5Y | +177.1% | +73.6% | +103.4% | +106.3% |
| All | +177.1% | +72.9% | +104.2% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 5y: compounded portfolio wealth divided by compounded IWF 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…
5y analysis · Full analysis span regression · 6 months rolling