+371.8%
IWC price history and return analytics
+356.5%
+15.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +0.7% | +2.4% | -1.7% | -1.7% |
| 30D | -1.0% | -1.5% | +0.5% | +0.7% |
| 3M | -12.9% | -4.1% | -8.8% | -8.9% |
| 6M | -6.7% | +0.6% | -7.3% | -7.0% |
| YTD | +10.5% | +11.0% | -0.5% | -0.1% |
| 1Y | +18.4% | +13.3% | +5.1% | +4.9% |
| 3Y | +89.1% | +73.4% | +15.7% | +10.5% |
| 5Y | +18.1% | +57.4% | -39.3% | -23.4% |
| 10Y | +141.6% | +221.7% | -80.1% | -20.0% |
| All | +371.8% | +356.5% | +15.3% | +13.3% |
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