+44.6%
TDW vs VOO
+14.7%
+29.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.7% | -5.8% |
| 7D | -15.0% | -0.7% | -14.3% | -14.7% |
| 30D | -12.4% | -1.1% | -11.3% | -11.9% |
| 3M | -12.6% | -0.3% | -12.3% | -12.5% |
| 6M | -15.5% | +7.4% | -22.9% | -18.4% |
| YTD | +45.6% | +13.4% | +32.2% | +36.9% |
| 1Y | +44.6% | +14.8% | +29.8% | +35.3% |
| All | +44.6% | +14.7% | +29.9% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling