-91.9%
TDW vs VOO
+807.8%
-899.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.7% |
| 7D | -7.5% | -0.4% | -7.1% | -7.2% |
| 30D | +3.8% | -1.4% | +5.2% | +5.3% |
| 3M | +27.2% | +3.7% | +23.5% | +21.9% |
| 6M | +14.9% | +13.0% | +1.9% | -0.3% |
| YTD | +84.3% | +12.4% | +71.8% | +60.8% |
| 1Y | +59.6% | +18.6% | +41.0% | +31.0% |
| 3Y | +34.8% | +78.1% | -43.2% | -28.4% |
| 5Y | +741.5% | +82.3% | +659.2% | +321.6% |
| 10Y | -14.0% | +322.5% | -336.5% | -84.3% |
| All | -91.9% | +807.8% | -899.7% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling