+112.0%
VSH vs IWD
+30.5%
+81.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +6.3% |
| 7D | +4.1% | -0.3% | +4.3% | +4.7% |
| 30D | -4.2% | +0.6% | -4.7% | -6.3% |
| 3M | -50.0% | +7.2% | -57.2% | -59.5% |
| 6M | +80.2% | +16.2% | +64.0% | +17.1% |
| YTD | +121.1% | +23.3% | +97.8% | +20.9% |
| 1Y | +112.0% | +29.6% | +82.4% | +0.5% |
| All | +112.0% | +30.5% | +81.5% | +0.5% |
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