+409.4%
IWF price history and return analytics
+226.9%
+182.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | 0.0% |
| 7D | -1.7% | -2.0% | +0.3% | +0.6% |
| 30D | -1.8% | -1.4% | -0.4% | -0.2% |
| 3M | +1.5% | +4.7% | -3.3% | -3.6% |
| 6M | +7.7% | +11.4% | -3.6% | -4.6% |
| YTD | +2.7% | +13.1% | -10.3% | -10.6% |
| 1Y | +6.8% | +19.0% | -12.3% | -12.3% |
| 3Y | +76.9% | +73.9% | +2.9% | -4.3% |
| 5Y | +73.4% | +65.4% | +8.0% | +0.3% |
| All | +409.4% | +226.9% | +182.6% | +53.6% |
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