-2.8%
IWF vs VO
+13.5%
-16.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.5% |
| 7D | +5.3% | +2.9% | +2.3% | +2.2% |
| 30D | -8.6% | +1.0% | -9.6% | -9.3% |
| 3M | -6.5% | -1.7% | -4.8% | -4.8% |
| 6M | -5.6% | +6.7% | -12.3% | -10.7% |
| YTD | -1.5% | +14.0% | -15.5% | -12.4% |
| 1Y | -2.8% | +13.7% | -16.5% | -13.3% |
| All | -2.8% | +13.5% | -16.3% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling