+84.8%
VTRS vs IWD
+72.9%
+11.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | +4.6% | +2.3% | +2.3% | +2.1% |
| 30D | +19.4% | +3.6% | +15.8% | +14.9% |
| 3M | +30.8% | +2.2% | +28.6% | +27.7% |
| 6M | +21.6% | +13.0% | +8.7% | +6.5% |
| YTD | +71.2% | +26.5% | +44.7% | +32.3% |
| 1Y | +97.6% | +30.1% | +67.5% | +48.2% |
| 3Y | +163.9% | +84.9% | +79.0% | +35.9% |
| All | +84.8% | +72.9% | +11.9% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling