+1,009.8%
IWF vs VOO
+800.4%
+209.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +2.8% | +2.6% | +0.2% | 0.0% |
| 30D | -7.5% | -2.0% | -5.6% | -5.3% |
| 3M | -8.5% | -2.8% | -5.7% | -5.4% |
| 6M | -7.4% | +2.2% | -9.6% | -9.2% |
| YTD | -2.6% | +11.5% | -14.2% | -13.0% |
| 1Y | -1.8% | +13.5% | -15.3% | -13.9% |
| 3Y | +65.5% | +78.1% | -12.6% | -9.3% |
| 5Y | +55.8% | +73.1% | -17.3% | -10.9% |
| 10Y | +384.9% | +310.7% | +74.1% | +16.6% |
| All | +1,009.8% | +800.4% | +209.4% | +22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling