+413.4%
IWF vs VOO
+325.3%
+88.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.2% |
| 7D | -0.9% | -0.8% | -0.2% | -0.1% |
| 30D | -1.7% | -1.1% | -0.7% | -0.5% |
| 3M | +0.7% | +3.9% | -3.2% | -3.4% |
| 6M | +8.6% | +13.6% | -5.1% | -5.7% |
| YTD | +3.5% | +12.7% | -9.2% | -9.2% |
| 1Y | +7.0% | +17.6% | -10.5% | -10.3% |
| 3Y | +76.3% | +77.3% | -1.0% | -5.0% |
| 5Y | +74.8% | +84.1% | -9.4% | -8.5% |
| All | +413.4% | +325.3% | +88.1% | +17.2% |
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