+197.9%
TW vs VOO
+198.6%
-0.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -2.7% |
| 7D | -3.5% | +0.5% | -4.0% | -3.8% |
| 30D | +0.5% | -0.9% | +1.4% | +1.1% |
| 3M | +4.9% | +3.9% | +1.0% | +2.0% |
| 6M | -17.1% | +14.5% | -31.6% | -24.8% |
| YTD | -3.9% | +13.0% | -16.8% | -12.0% |
| 1Y | -13.3% | +19.4% | -32.7% | -23.7% |
| 3Y | +20.9% | +78.9% | -58.0% | -20.8% |
| 5Y | +20.5% | +82.3% | -61.8% | -22.7% |
| All | +197.9% | +198.6% | -0.7% | +39.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling