+57.3%
VZ vs IWD
+79.4%
-22.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.8% |
| 7D | +5.6% | -0.9% | +6.5% | +5.9% |
| 30D | +1.9% | +2.6% | -0.8% | +0.9% |
| 3M | +0.8% | +1.2% | -0.5% | +0.3% |
| 6M | +0.6% | +12.1% | -11.5% | -3.1% |
| YTD | +20.8% | +24.1% | -3.4% | +12.0% |
| 1Y | +23.9% | +28.5% | -4.6% | +13.4% |
| All | +57.3% | +79.4% | -22.0% | +28.6% |
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 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