+10.1%
IWF vs VSXY
+224.6%
-214.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.1% |
| 7D | +0.5% | -14.0% | +14.5% | +1.1% |
| 30D | -0.4% | -15.9% | +15.5% | +0.3% |
| 3M | -2.6% | +3.4% | -6.0% | -3.0% |
| 6M | +9.1% | +25.9% | -16.8% | +6.7% |
| YTD | +4.5% | +39.5% | -35.0% | +1.0% |
| 1Y | +10.1% | +194.4% | -184.3% | -1.9% |
| All | +10.1% | +224.6% | -214.5% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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