+157.6%
IWN price history and return analytics
+224.5%
-66.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.7% | +0.4% | +0.2% | +0.2% |
| 30D | -0.2% | +1.0% | -1.2% | -1.3% |
| 3M | +4.8% | +2.4% | +2.5% | +1.8% |
| 6M | +14.1% | +12.0% | +2.1% | -0.1% |
| YTD | +24.7% | +15.3% | +9.4% | +5.5% |
| 1Y | +30.4% | +22.6% | +7.8% | +2.9% |
| 3Y | +62.6% | +74.7% | -12.0% | -14.1% |
| 5Y | +50.1% | +66.1% | -16.0% | -15.7% |
| All | +157.6% | +224.5% | -66.9% | -31.9% |
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