-99.8%
TWG vs VOO
+55.4%
-155.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.6% |
| 7D | -16.1% | -0.8% | -15.4% | -16.1% |
| 30D | -71.9% | -1.1% | -70.8% | -71.8% |
| 3M | -86.1% | +3.9% | -90.0% | -86.1% |
| 6M | -90.2% | +13.6% | -103.9% | -90.4% |
| YTD | -88.7% | +12.7% | -101.4% | -88.9% |
| 1Y | -93.1% | +17.6% | -110.7% | -93.4% |
| All | -99.8% | +55.4% | -155.1% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling