+827.8%
VOO vs IWF
+1,081.4%
-253.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.1% | +0.5% | -0.4% | -0.4% |
| 30D | +0.1% | -0.4% | +0.4% | +0.3% |
| 3M | +2.0% | -2.6% | +4.6% | +4.0% |
| 6M | +13.0% | +9.1% | +3.9% | +4.4% |
| YTD | +13.6% | +4.5% | +9.1% | +8.8% |
| 1Y | +20.1% | +10.1% | +10.0% | +9.8% |
| 3Y | +77.6% | +77.6% | -0.1% | +5.5% |
| 5Y | +82.4% | +73.7% | +8.7% | +8.9% |
| 10Y | +316.8% | +411.5% | -94.7% | -12.1% |
| All | +827.8% | +1,081.4% | -253.6% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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