+533.4%
IWX vs VOO
+802.4%
-269.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | -2.0% | -2.0% | 0.0% | -0.3% |
| 30D | -1.2% | -1.7% | +0.5% | +0.3% |
| 3M | +9.1% | +4.7% | +4.4% | +4.7% |
| 6M | +18.6% | +12.6% | +6.0% | +6.6% |
| YTD | +22.3% | +11.8% | +10.5% | +10.6% |
| 1Y | +30.7% | +17.5% | +13.1% | +12.9% |
| 3Y | +74.4% | +77.0% | -2.6% | +3.2% |
| 5Y | +83.3% | +82.6% | +0.7% | +4.1% |
| 10Y | +214.7% | +320.0% | -105.3% | -19.9% |
| All | +533.4% | +802.4% | -269.0% | -24.1% |
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