+442.0%
IWC vs VOO
+803.9%
-361.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.7% |
| 7D | +3.3% | +3.3% | 0.0% | -0.3% |
| 30D | -2.5% | -2.7% | +0.2% | +0.6% |
| 3M | -11.6% | -1.7% | -9.9% | -9.8% |
| 6M | -5.0% | +3.1% | -8.1% | -7.9% |
| YTD | +11.7% | +11.9% | -0.2% | -0.7% |
| 1Y | +16.3% | +12.1% | +4.2% | +3.3% |
| 3Y | +91.1% | +78.6% | +12.5% | +3.6% |
| 5Y | +19.4% | +73.8% | -54.4% | -33.3% |
| 10Y | +144.2% | +312.3% | -168.1% | -47.7% |
| All | +442.0% | +803.9% | -361.8% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling