-99.5%
TWG vs VT
+10.5%
-110.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.2% | +15.1% | +15.4% |
| 7D | +2.7% | -2.3% | +5.0% | +2.1% |
| 30D | -68.9% | -5.0% | -63.9% | -69.7% |
| 3M | -97.9% | -4.9% | -93.0% | -98.0% |
| 6M | -99.1% | -1.5% | -97.6% | -99.1% |
| YTD | -99.1% | +8.5% | -107.5% | -98.8% |
| 1Y | -99.5% | +11.4% | -110.8% | -99.3% |
| All | -99.5% | +10.5% | -110.0% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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