-82.0%
TWI vs VT
+346.0%
-428.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.5% |
| 7D | +6.0% | -2.3% | +8.3% | +9.8% |
| 30D | -28.0% | -5.0% | -23.1% | -22.0% |
| 3M | -31.6% | -4.9% | -26.7% | -25.8% |
| 6M | -39.2% | -1.5% | -37.7% | -37.6% |
| YTD | -37.0% | +8.5% | -45.5% | -44.2% |
| 1Y | -36.1% | +11.4% | -47.4% | -45.7% |
| 3Y | -60.6% | +70.1% | -130.6% | -82.4% |
| 5Y | -41.4% | +53.7% | -95.2% | -68.1% |
| 10Y | -50.6% | +220.0% | -270.5% | -91.6% |
| All | -82.0% | +346.0% | -428.0% | -97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling