+159.3%
IWN vs VOO
+315.3%
-156.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.5% |
| 7D | -1.1% | -0.4% | -0.8% | -0.8% |
| 30D | -1.7% | -1.4% | -0.3% | -0.3% |
| 3M | +4.3% | +3.7% | +0.6% | +0.2% |
| 6M | +16.0% | +13.0% | +2.9% | +1.7% |
| YTD | +22.4% | +12.4% | +10.0% | +8.0% |
| 1Y | +28.3% | +18.6% | +9.7% | +7.0% |
| 3Y | +65.9% | +78.1% | -12.2% | -10.0% |
| 5Y | +49.8% | +82.3% | -32.4% | -20.9% |
| 10Y | +159.3% | +322.5% | -163.3% | -47.3% |
| All | +159.3% | +315.3% | -156.0% | -47.3% |
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 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