-92.0%
TWG vs VOO
+20.9%
-112.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.4% | -11.0% | -11.7% |
| 7D | -7.7% | +0.1% | -7.8% | -7.9% |
| 30D | -70.5% | +0.1% | -70.5% | -70.5% |
| 3M | -83.2% | +2.0% | -85.2% | -82.9% |
| 6M | -88.2% | +13.0% | -101.2% | -86.9% |
| YTD | -86.5% | +13.6% | -100.1% | -85.0% |
| 1Y | -92.0% | +20.1% | -112.1% | -93.3% |
| All | -92.0% | +20.9% | -112.9% | -93.3% |
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 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