+19.4%
IWP price history and return analytics
+63.7%
-44.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.2% |
| 7D | -2.2% | -2.0% | -0.2% | +0.3% |
| 30D | -5.6% | -1.4% | -4.2% | -3.9% |
| 3M | -0.1% | +4.7% | -4.8% | -5.7% |
| 6M | +2.6% | +11.4% | -8.8% | -10.7% |
| YTD | 0.0% | +13.1% | -13.1% | -14.6% |
| 1Y | -4.4% | +19.0% | -23.4% | -23.6% |
| 3Y | +45.9% | +73.9% | -28.0% | -28.1% |
| 5Y | +19.4% | +65.4% | -46.0% | -35.3% |
| All | +19.4% | +63.7% | -44.3% | -35.3% |
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