+21.3%
IWP vs VOO
+82.8%
-61.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | -0.1% |
| 7D | -1.2% | -0.8% | -0.4% | -0.3% |
| 30D | -5.6% | -1.1% | -4.5% | -4.3% |
| 3M | -1.8% | +3.9% | -5.7% | -6.2% |
| 6M | +3.9% | +13.6% | -9.7% | -11.0% |
| YTD | +0.9% | +12.7% | -11.8% | -12.6% |
| 1Y | -4.7% | +17.6% | -22.2% | -21.6% |
| 3Y | +46.7% | +77.3% | -30.7% | -26.5% |
| All | +21.3% | +82.8% | -61.5% | -40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling