+202.4%
IWD price history and return analytics
+217.6%
-15.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | +3.6% | -3.1% | +6.6% | +6.5% |
| 3M | +2.0% | -3.5% | +5.5% | +5.3% |
| 6M | +13.1% | +0.5% | +12.6% | +12.1% |
| YTD | +26.2% | +10.8% | +15.4% | +13.9% |
| 1Y | +29.6% | +11.9% | +17.7% | +15.8% |
| 3Y | +84.3% | +73.0% | +11.3% | +8.0% |
| 5Y | +73.4% | +58.6% | +14.8% | +10.1% |
| 10Y | +202.4% | +219.2% | -16.7% | -1.8% |
| All | +202.4% | +217.6% | -15.2% | -1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling