+68.1%
VTRS vs IWD
+28.9%
+39.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.2% |
| 7D | -2.2% | -0.8% | -1.4% | -1.3% |
| 30D | +3.3% | -0.8% | +4.2% | +4.2% |
| 3M | +2.0% | +6.9% | -4.9% | -5.4% |
| 6M | +19.9% | +18.3% | +1.7% | -2.3% |
| YTD | +35.7% | +22.4% | +13.4% | +6.3% |
| 1Y | +68.1% | +27.4% | +40.7% | +24.2% |
| All | +68.1% | +28.9% | +39.2% | +24.2% |
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 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