+150.3%
IWN price history and return analytics
+214.8%
-64.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +1.1% |
| 7D | -2.7% | -4.2% | +1.5% | +2.1% |
| 30D | -0.6% | -5.8% | +5.2% | +6.2% |
| 3M | -5.8% | -5.2% | -0.6% | -0.1% |
| 6M | +1.5% | +0.1% | +1.3% | +0.8% |
| YTD | +17.7% | +8.2% | +9.5% | +6.8% |
| 1Y | +21.2% | +10.1% | +11.1% | +7.9% |
| 3Y | +63.5% | +69.7% | -6.2% | -10.9% |
| 5Y | +31.5% | +53.4% | -21.8% | -19.3% |
| All | +150.3% | +214.8% | -64.5% | -28.6% |
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