+552.1%
IWX price history and return analytics
+454.7%
+97.4%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.6% |
| 7D | -2.0% | -2.0% | 0.0% | -0.3% |
| 30D | -1.2% | -1.4% | +0.2% | 0.0% |
| 3M | +9.1% | +4.7% | +4.4% | +4.8% |
| 6M | +18.6% | +11.4% | +7.2% | +7.9% |
| YTD | +22.3% | +13.1% | +9.2% | +9.8% |
| 1Y | +30.7% | +19.0% | +11.6% | +12.2% |
| 3Y | +74.4% | +73.9% | +0.4% | +7.6% |
| 5Y | +83.3% | +65.4% | +17.9% | +17.2% |
| 10Y | +214.7% | +225.4% | -10.7% | +13.6% |
| All | +552.1% | +454.7% | +97.4% | +58.3% |
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 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