+214.1%
IWX price history and return analytics
+229.8%
-15.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.1% |
| 7D | -0.4% | -1.1% | +0.7% | +0.6% |
| 30D | -0.1% | -1.0% | +0.9% | +0.7% |
| 3M | +8.1% | +3.2% | +4.9% | +5.0% |
| 6M | +19.8% | +12.5% | +7.4% | +7.7% |
| YTD | +23.3% | +14.1% | +9.3% | +9.4% |
| 1Y | +30.3% | +18.9% | +11.4% | +11.2% |
| 3Y | +75.4% | +74.1% | +1.3% | +5.5% |
| 5Y | +84.8% | +66.9% | +18.0% | +14.8% |
| All | +214.1% | +229.8% | -15.7% | +5.6% |
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