+1,007.1%
IWF vs VEU
+190.9%
+816.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +1.5% | +1.7% | -0.2% | +0.2% |
| 30D | -1.3% | +1.0% | -2.3% | -2.0% |
| 3M | +0.1% | +5.6% | -5.5% | -4.1% |
| 6M | +10.3% | +13.7% | -3.4% | -0.5% |
| YTD | +4.2% | +17.7% | -13.6% | -8.7% |
| 1Y | +9.3% | +25.8% | -16.4% | -9.0% |
| 3Y | +79.3% | +77.1% | +2.2% | +14.4% |
| 5Y | +73.8% | +57.1% | +16.6% | +22.5% |
| 10Y | +410.9% | +149.8% | +261.1% | +158.0% |
| All | +1,007.1% | +190.9% | +816.2% | +371.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling