+76.6%
VTI vs IWD
+85.4%
-8.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.4% | +1.6% | -2.0% | -2.0% |
| 30D | -3.2% | +3.6% | -6.8% | -6.7% |
| 3M | -2.9% | +2.0% | -5.0% | -4.9% |
| 6M | +2.4% | +13.1% | -10.7% | -9.9% |
| YTD | +11.2% | +26.2% | -15.0% | -12.8% |
| 1Y | +11.6% | +29.6% | -18.0% | -14.9% |
| 3Y | +76.6% | +84.3% | -7.7% | -3.2% |
| All | +76.6% | +85.4% | -8.8% | -3.2% |
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