+500.8%
IWS vs VOO
+803.9%
-303.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.7% |
| 7D | +1.7% | +3.3% | -1.6% | -1.5% |
| 30D | +3.7% | -2.7% | +6.4% | +6.3% |
| 3M | +0.2% | -1.7% | +2.0% | +1.8% |
| 6M | +9.4% | +3.1% | +6.3% | +5.8% |
| YTD | +22.8% | +11.9% | +10.8% | +9.2% |
| 1Y | +23.9% | +12.1% | +11.8% | +10.1% |
| 3Y | +74.7% | +78.6% | -3.8% | -3.5% |
| 5Y | +52.2% | +73.8% | -21.5% | -14.0% |
| 10Y | +170.8% | +312.3% | -141.5% | -37.6% |
| All | +500.8% | +803.9% | -303.0% | -41.7% |
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