+50.1%
IWS vs VT
+53.2%
-3.1%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +1.1% |
| 7D | -1.4% | -4.2% | +2.7% | +2.5% |
| 30D | +2.6% | -5.8% | +8.4% | +8.4% |
| 3M | -0.7% | -5.2% | +4.6% | +4.4% |
| 6M | +7.7% | +0.1% | +7.6% | +7.1% |
| YTD | +20.8% | +8.2% | +12.5% | +11.0% |
| 1Y | +24.0% | +10.1% | +13.9% | +12.1% |
| 3Y | +69.9% | +69.7% | +0.2% | -0.5% |
| 5Y | +50.1% | +53.4% | -3.3% | -2.5% |
| All | +50.1% | +53.2% | -3.1% | -2.5% |
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