+681.5%
IWV price history and return analytics
+371.8%
+309.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +0.7% | +1.0% | -0.4% | -0.3% |
| 30D | -1.1% | -0.2% | -0.8% | -0.8% |
| 3M | +4.0% | +4.5% | -0.6% | -0.3% |
| 6M | +14.4% | +14.1% | +0.4% | +1.1% |
| YTD | +13.1% | +14.8% | -1.7% | -0.7% |
| 1Y | +18.8% | +21.2% | -2.4% | -0.8% |
| 3Y | +76.3% | +76.6% | -0.2% | +4.3% |
| 5Y | +73.4% | +66.6% | +6.8% | +8.7% |
| 10Y | +288.8% | +222.3% | +66.6% | +37.4% |
| All | +681.5% | +371.8% | +309.7% | +97.9% |
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 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