+413.4%
IWF vs VEU
+155.0%
+258.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | -0.2% |
| 7D | -0.9% | -1.4% | +0.5% | +0.5% |
| 30D | -1.7% | -0.4% | -1.3% | -1.3% |
| 3M | +0.7% | +2.5% | -1.9% | -1.8% |
| 6M | +8.6% | +11.1% | -2.6% | -2.6% |
| YTD | +3.5% | +16.5% | -13.0% | -11.6% |
| 1Y | +7.0% | +22.9% | -15.9% | -13.4% |
| 3Y | +76.3% | +73.4% | +2.9% | +0.9% |
| 5Y | +74.8% | +56.1% | +18.7% | +11.3% |
| All | +413.4% | +155.0% | +258.5% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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