+45.6%
IWR vs VOO
+82.8%
-37.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | 0.0% |
| 7D | -1.8% | -0.8% | -1.0% | -1.0% |
| 30D | -3.5% | -1.1% | -2.4% | -2.5% |
| 3M | +2.3% | +3.9% | -1.6% | -1.6% |
| 6M | +11.6% | +13.6% | -2.0% | -1.9% |
| YTD | +14.7% | +12.7% | +2.0% | +1.7% |
| 1Y | +14.1% | +17.6% | -3.5% | -3.1% |
| 3Y | +58.3% | +77.3% | -19.0% | -11.9% |
| All | +45.6% | +82.8% | -37.3% | -21.8% |
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 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