-38.2%
TWI vs VOO
+77.4%
-115.6%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -3.6% |
| 7D | -13.7% | -0.8% | -12.9% | -12.6% |
| 30D | +3.2% | -1.1% | +4.2% | +4.8% |
| 3M | -2.7% | +3.9% | -6.6% | -8.3% |
| 6M | -13.0% | +13.6% | -26.6% | -27.9% |
| YTD | -8.2% | +12.7% | -20.9% | -22.8% |
| 1Y | -17.7% | +17.6% | -35.3% | -35.1% |
| 3Y | -38.2% | +77.3% | -115.5% | -70.6% |
| All | -38.2% | +77.4% | -115.6% | -70.6% |
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