+387.0%
IWC price history and return analytics
+360.7%
+26.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | 0.0% |
| 7D | -0.6% | -0.7% | +0.1% | +0.2% |
| 30D | -1.6% | -1.7% | +0.2% | +0.4% |
| 3M | -9.5% | -2.3% | -7.2% | -7.1% |
| 6M | -4.0% | +1.5% | -5.5% | -5.2% |
| YTD | +14.1% | +12.0% | +2.1% | +2.1% |
| 1Y | +18.8% | +12.9% | +6.0% | +5.6% |
| 3Y | +95.1% | +74.9% | +20.2% | +12.9% |
| 5Y | +22.0% | +59.9% | -37.9% | -22.2% |
| 10Y | +149.4% | +224.6% | -75.3% | -18.2% |
| All | +387.0% | +360.7% | +26.4% | +15.8% |
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