+69.3%
IWD price history and return analytics
+53.4%
+15.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -0.5% | -2.3% | +1.9% | +1.4% |
| 30D | +2.7% | -5.0% | +7.6% | +6.9% |
| 3M | +0.9% | -4.9% | +5.8% | +5.0% |
| 6M | +10.5% | -1.5% | +12.1% | +11.6% |
| YTD | +23.7% | +8.5% | +15.2% | +14.9% |
| 1Y | +28.7% | +11.4% | +17.4% | +16.9% |
| 3Y | +79.7% | +70.1% | +9.6% | +13.3% |
| All | +69.3% | +53.4% | +15.9% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling