-49.2%
TWAV vs VOO
+14.7%
-63.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.9% | -6.8% |
| 7D | -10.3% | -0.7% | -9.6% | -8.2% |
| 30D | -24.7% | -1.1% | -23.7% | -21.8% |
| 3M | -5.8% | -0.3% | -5.4% | -3.8% |
| 6M | -24.3% | +7.4% | -31.6% | -39.0% |
| YTD | -27.6% | +13.4% | -41.0% | -48.8% |
| 1Y | -49.2% | +14.8% | -64.0% | -66.2% |
| All | -49.2% | +14.7% | -63.9% | -66.2% |
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