+198.1%
IWD vs ITOT
+303.4%
-105.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.2% |
| 7D | -0.8% | -0.9% | +0.1% | 0.0% |
| 30D | -0.8% | -1.5% | +0.6% | +0.4% |
| 3M | +6.9% | +3.6% | +3.4% | +3.6% |
| 6M | +18.3% | +13.7% | +4.6% | +5.4% |
| YTD | +22.4% | +12.9% | +9.4% | +9.6% |
| 1Y | +27.4% | +17.2% | +10.2% | +10.4% |
| 3Y | +71.2% | +75.6% | -4.5% | +2.0% |
| 5Y | +75.7% | +75.5% | +0.2% | +3.8% |
| All | +198.1% | +303.4% | -105.4% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling