+512.7%
IWR price history and return analytics
+357.6%
+155.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.2% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | +0.8% | -2.6% | +3.4% | +3.4% |
| 3M | -1.8% | -3.2% | +1.4% | +1.3% |
| 6M | +5.9% | +0.9% | +4.9% | +4.7% |
| YTD | +16.0% | +11.3% | +4.7% | +4.1% |
| 1Y | +17.5% | +14.0% | +3.5% | +3.1% |
| 3Y | +70.2% | +75.8% | -5.7% | -1.8% |
| 5Y | +39.6% | +57.8% | -18.2% | -10.1% |
| 10Y | +200.0% | +219.8% | -19.8% | +1.1% |
| All | +512.7% | +357.6% | +155.0% | +48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling