+698.2%
IWB price history and return analytics
+356.5%
+341.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.5% | +2.4% | +0.2% | +0.4% |
| 30D | -1.7% | -1.5% | -0.2% | -0.3% |
| 3M | -2.9% | -4.1% | +1.2% | +0.9% |
| 6M | +2.5% | +0.6% | +2.0% | +2.0% |
| YTD | +11.3% | +11.0% | +0.2% | +1.0% |
| 1Y | +13.2% | +13.3% | -0.1% | +0.8% |
| 3Y | +76.9% | +73.4% | +3.5% | +7.4% |
| 5Y | +67.0% | +57.4% | +9.5% | +11.1% |
| 10Y | +297.8% | +221.7% | +76.1% | +43.5% |
| All | +698.2% | +356.5% | +341.7% | +111.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling