-33.8%
TWI vs VOO
+810.0%
-843.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -3.5% |
| 7D | -13.7% | -0.8% | -12.9% | -12.7% |
| 30D | +3.2% | -1.1% | +4.2% | +4.7% |
| 3M | -2.7% | +3.9% | -6.6% | -8.1% |
| 6M | -13.0% | +13.6% | -26.6% | -27.5% |
| YTD | -8.2% | +12.7% | -20.9% | -22.4% |
| 1Y | -17.7% | +17.6% | -35.3% | -34.7% |
| 3Y | -38.2% | +77.3% | -115.5% | -72.4% |
| 5Y | +1.1% | +84.1% | -83.0% | -56.1% |
| 10Y | -19.3% | +323.5% | -342.9% | -91.1% |
| All | -33.8% | +810.0% | -843.8% | -98.5% |
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