+40.3%
TW vs VOO
+72.6%
-32.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +3.9% | +2.6% | +1.3% | +2.5% |
| 30D | +19.9% | -2.0% | +21.9% | +21.0% |
| 3M | +25.9% | -2.8% | +28.7% | +27.6% |
| 6M | +21.1% | +2.2% | +19.0% | +18.7% |
| YTD | +23.9% | +11.5% | +12.4% | +14.6% |
| 1Y | +21.2% | +13.5% | +7.7% | +10.8% |
| 3Y | +44.8% | +78.1% | -33.3% | -5.3% |
| All | +40.3% | +72.6% | -32.2% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling