-100.0%
TWAV vs VOO
+817.1%
-917.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.4% | +7.3% | +7.2% |
| 7D | +3.7% | +0.1% | +3.6% | +3.5% |
| 30D | +1.4% | +0.1% | +1.4% | +1.3% |
| 3M | -13.0% | +2.0% | -15.1% | -14.4% |
| 6M | +40.0% | +13.0% | +27.0% | +28.5% |
| YTD | -22.7% | +13.6% | -36.2% | -28.6% |
| 1Y | -47.6% | +20.1% | -67.6% | -53.0% |
| 3Y | -95.3% | +77.6% | -172.9% | -96.6% |
| 5Y | -99.9% | +82.4% | -182.4% | -99.9% |
| 10Y | -99.9% | +316.8% | -416.8% | -100.0% |
| All | -100.0% | +817.1% | -917.1% | -100.0% |
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