+419.2%
IWN vs VOO
+817.1%
-397.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | -0.2% | +0.1% | -0.3% | -0.3% |
| 3M | +4.8% | +2.0% | +2.8% | +2.4% |
| 6M | +14.1% | +13.0% | +1.1% | -0.3% |
| YTD | +24.7% | +13.6% | +11.2% | +8.4% |
| 1Y | +30.4% | +20.1% | +10.3% | +6.7% |
| 3Y | +62.6% | +77.6% | -14.9% | -13.3% |
| 5Y | +50.1% | +82.4% | -32.3% | -22.6% |
| 10Y | +157.4% | +316.8% | -159.5% | -47.4% |
| All | +419.2% | +817.1% | -397.9% | -61.8% |
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