-99.7%
TWG vs VOO
+55.0%
-154.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.1% |
| 7D | +24.4% | -0.4% | +24.8% | +24.5% |
| 30D | -65.3% | -1.4% | -63.9% | -65.3% |
| 3M | -78.8% | +3.7% | -82.5% | -78.8% |
| 6M | -86.3% | +13.0% | -99.4% | -86.5% |
| YTD | -84.5% | +12.4% | -96.9% | -84.8% |
| 1Y | -90.1% | +18.6% | -108.7% | -90.5% |
| All | -99.7% | +55.0% | -154.7% | -99.1% |
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