-9.7%
IWP vs VT
+10.5%
-20.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | -5.8% | -2.3% | -3.5% | -3.2% |
| 30D | -12.3% | -5.0% | -7.4% | -7.0% |
| 3M | -11.7% | -4.9% | -6.9% | -6.4% |
| 6M | -10.6% | -1.5% | -9.0% | -8.6% |
| YTD | -9.2% | +8.5% | -17.7% | -17.1% |
| 1Y | -9.7% | +11.4% | -21.0% | -20.1% |
| All | -9.7% | +10.5% | -20.2% | -20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling