+200.5%
IWD vs VOO
+315.3%
-114.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -1.2% | -0.4% | -0.8% | -0.9% |
| 30D | -1.6% | -1.4% | -0.3% | -0.4% |
| 3M | +7.0% | +3.7% | +3.3% | +3.5% |
| 6M | +17.0% | +13.0% | +3.9% | +4.7% |
| YTD | +21.6% | +12.4% | +9.2% | +9.3% |
| 1Y | +28.0% | +18.6% | +9.4% | +9.6% |
| 3Y | +70.6% | +78.1% | -7.5% | 0.0% |
| 5Y | +73.3% | +82.3% | -8.9% | -1.5% |
| 10Y | +200.5% | +322.5% | -122.0% | -25.3% |
| All | +200.5% | +315.3% | -114.8% | -25.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling