+23.3%
VZ vs IWF
-3.4%
+26.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +2.1% |
| 7D | +2.2% | -1.0% | +3.3% | +1.9% |
| 30D | +10.6% | -10.1% | +20.7% | +5.2% |
| 3M | -0.6% | -7.6% | +7.0% | -4.1% |
| 6M | +0.7% | -6.7% | +7.5% | -1.7% |
| YTD | +20.6% | -2.5% | +23.2% | +18.4% |
| All | +23.3% | -3.4% | +26.6% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling