+31.5%
IWN vs VT
+53.2%
-21.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +0.9% |
| 7D | -2.7% | -4.2% | +1.5% | +1.8% |
| 30D | -0.6% | -5.8% | +5.2% | +5.9% |
| 3M | -5.8% | -5.2% | -0.6% | -0.4% |
| 6M | +1.5% | +0.1% | +1.3% | +0.8% |
| YTD | +17.7% | +8.2% | +9.5% | +7.2% |
| 1Y | +21.2% | +10.1% | +11.1% | +8.4% |
| 3Y | +63.5% | +69.7% | -6.2% | -8.3% |
| 5Y | +31.5% | +53.4% | -21.8% | -16.9% |
| All | +31.5% | +53.2% | -21.6% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling