+63.4%
VSH vs IWD
+33.0%
+30.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.6% | -7.7% | -11.0% |
| 7D | -13.6% | +2.5% | -16.2% | -18.9% |
| 30D | -30.4% | +6.0% | -36.3% | -40.0% |
| 3M | -33.3% | +3.8% | -37.0% | -39.6% |
| 6M | -15.1% | +16.3% | -31.4% | -43.9% |
| YTD | +80.2% | +27.5% | +52.7% | -7.2% |
| 1Y | +63.4% | +32.8% | +30.6% | -25.4% |
| All | +63.4% | +33.0% | +30.3% | -25.4% |
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