+40.6%
IWMY price history and return analytics
+86.0%
-45.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.7% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | -3.7% | -0.7% | -3.0% | -3.1% |
| 3M | +1.4% | +4.0% | -2.6% | -2.0% |
| 6M | +11.3% | +12.3% | -0.9% | +0.8% |
| YTD | +12.3% | +14.0% | -1.7% | +0.4% |
| 1Y | +11.1% | +20.3% | -9.2% | -4.8% |
| All | +40.6% | +86.0% | -45.4% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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